]]>52:22clean203fullSlashing Taxes in Your Portfolio, with Mark Byelich and Paul MurrayFri, 03 Aug 2018 05:00:00 +0000Mark Byelich and Paul Murray say the best and most advantageous bucket is the tax-free bucket.

A tax-free bucket includes things like Roth IRAs, Roth 401(k)s and the cash value of life insurance policies.

Mark and Paul, from share their thoughts with Joe Saul-Sehy, which led to an interesting discussion with the panel about:

Can you live a lifestyle and pay no tax? Is permanent life insurance a good tax savings vehicle? What tax strategy is most commonly overlooked or underutilized?

]]>46:07clean202fullTarget Date Funds, Exchange Traded Notes, and How to Handle a Windfall: We Answer Listener QuestionsFri, 27 Jul 2018 05:00:00 +0000We are starting the next 200 episodes with another Listener Questions episode:

Michael is 35 years old, has no debt, and $30,000 in his checking account. He contributes 3 percent of his earnings to his company’s 401(k) to gets the match. Michael wants to get more aggressive with his investments. Should he contribute more or just change out of a target date fund?

John wants to understand the difference between an exchange traded note and an exchange traded fund. Also, inverse index ETFs like DXD or XQQQ, which are leveraged shorting of the NASDAQ and DOW respectively, is it not true that over time the value must degrade towards zero as markets invariably rise over long periods of time and the ETF price is designed to increase only when the index falls? Why invest in inverse ETFs?

Semone feels like she can stand the volatility of the market, but wonders if it is time to increase her position with bonds in her portfolio.

Jerry and his wife received a small windfall. His wife wants to pay off the car and mortgage, but Jerry thinks it’s time to invest because they have nothing saved other than a little money in a 401(k).

Devin Carroll from Social Security Intelligence and the Big Picture Retirement podcast joins us to answer these questions.

]]>We are starting the next 200 episodes with another Listener Questions episode:

Michael is 35 years old, has no debt, and $30,000 in his checking account. He contributes 3 percent of his earnings to his company’s 401(k) to gets the match. Michael wants to get more aggressive with his investments. Should he contribute more or just change out of a target date fund?

John wants to understand the difference between an exchange traded note and an exchange traded fund. Also, inverse index ETFs like DXD or XQQQ, which are leveraged shorting of the NASDAQ and DOW respectively, is it not true that over time the value must degrade towards zero as markets invariably rise over long periods of time and the ETF price is designed to increase only when the index falls? Why invest in inverse ETFs?

Semone feels like she can stand the volatility of the market, but wonders if it is time to increase her position with bonds in her portfolio.

Jerry and his wife received a small windfall. His wife wants to pay off the car and mortgage, but Jerry thinks it’s time to invest because they have nothing saved other than a little money in a 401(k).

Devin Carroll from Social Security Intelligence and the Big Picture Retirement podcast joins us to answer these questions.

]]>41:51cleanCelebrating our 200th episode with stories of our biggest successes and financial mistakes.
For more information, visit the show notes at http://moneytreepodcast.com/200200fullRetirement FAIL with Greg SullivanFri, 13 Jul 2018 05:00:00 +0000It’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years.

Greg Sullivan says personal, emotional and relational things that happen in life that can throw your retirement. He says making portfolios based on 8 years of cash needs, and some incremental changes along the way to retirement, helps weather the storm of any market cycle.

He also talks with Joe about Long Term Care Insurance and a chapter called “The Nest that Won’t Empty”.

]]>It’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years.

Greg Sullivan says personal, emotional and relational things that happen in life that can throw your retirement. He says making portfolios based on 8 years of cash needs, and some incremental changes along the way to retirement, helps weather the storm of any market cycle.

He also talks with Joe about Long Term Care Insurance and a chapter called “The Nest that Won’t Empty”.

]]>47:07clean199fullGreg Sullivan, Doug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyThe Magic Pill to Wealth, with Julia CarsonFri, 06 Jul 2018 05:00:00 +0000The secret to success doesn’t come from a pill. Julia Carlson shares tips she sees her rich clients use to create wealth. Surprisingly, most of her tips don’t involve being the best at investing: • Couples do finances together • Investing while living on less then you make • Making purchases based on experiences and not stuff She also shares information about her clients paying off the mortgage and what it does for the overall health of their finances. For more information, visit the show notes at http://moneytreepodcast.com/198]]>The secret to success doesn’t come from a pill. Julia Carlson shares tips she sees her rich clients use to create wealth. Surprisingly, most of her tips don’t involve being the best at investing: • Couples do finances together • Investing while living on less then you make • Making purchases based on experiences and not stuff She also shares information about her clients paying off the mortgage and what it does for the overall health of their finances. For more information, visit the show notes at http://moneytreepodcast.com/198]]>32:11clean198fullInvesting in the Next Generation of Entrepreneurship with Tracy WorthingtonFri, 29 Jun 2018 05:00:00 +0000Tracy Worthington didn't want to go to college, so she got a cosmetology license.

She began by selling candles and soaps to friends but ended up creating an entire line of 100 items.

Today she runs a very successful business in Palm Springs called Just Blow Drys.

This prompted Linda to inquire, "Will entrepreneurship be the key for the next generation to create their wealth?"

The panel also gets into this look into the future where malls become a huge collection of restaurants and delivery services bring us more than just pizza on Friday night.

]]>43:45cleanWill entrepreneurship be the key for the next generation to create their wealth?
Tracy Worthington didn't want to go to college, so she got a cosmetology license. Today she runs a very successful business in Palm Springs called Just Blow Drys.
The panel also gets into this look into the future where malls become a huge collection of restaurants and delivery services bring us more than just pizza on Friday night.
For more information, visit the show notes at http://moneytreepodcast.com/197197fullLinda P. Jones, Tracy Worthington, Jonathan Mendonza, Miranda Marquit, Doug GoldsteinHow to Use Investing to Reach Your Goals with Rick FrisbieFri, 22 Jun 2018 05:00:00 +0000Whether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning.

Rick Frisbie from RobustWealth.com speaks to this point and the importance of having an investment strategy that will take you to where you want to be down the road.

Investing doesn’t have to be just for retirement savings. It can be for travel, a new house, anything you can dream up that requires long-term planning.

]]>32:36clean196fullMoney Tree Investing Podcast and guest Rick FrisbieLong Term Care Insurance, Stock Market Timing, and Roth 401k - We Answer YOUR QuestionsFri, 15 Jun 2018 05:00:00 +0000When shopping for long term care insurance, what are the pros and cons to take into consideration? This is the first in a line of questions we answer from you - the listener.

Cheryl asks about the pros and cons of long term care insurance.

Dan is familiar with a Child IRA and wants the panel to talk about a Ricky Trust. They take it a bit further by discussing the benefits of investing at a young age.

David asks if there is any sense in timing the markets to take advantage of a probably drop. Or should he pay off his mortgage early rather than invest?

Danielle wants to know what we think about consumer staple funds or ETFs.

Alex wants to know about Roth 401k versus traditional 401ks. Would it make sense to begin investing into the Roth 401k if they have been maxing out their traditional accounts at work?

]]>36:37clean195fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyStock Market Predictions Investing for Retirement and Getting Out of the Rental Property Game Your Listener QuestionsFri, 08 Jun 2018 05:00:00 +0000Why does the market drop when financial news is good? This is just one listener question we answer in today's Listener Questions episode.

Justin saw the job’s US jobs report described more job and better pay, but S&P fall more than 2 percent that day and 4 percent the following Monday.

Harry wants to know if he should move out of his Target Date Fund into a lower cost index fund. He also wants to know if he should have a Roth IRA, invest more into his ETFs, do more investing into his ETFs with the extra cash he has each month.

Max is ready to retire. He wants to sell his rental property and travel. Max has a pension that will cover his monthly expenses. Should he invest the proceeds from his rental property sale into something that pays dividends to fund his travel?

]]>Why does the market drop when financial news is good? This is just one listener question we answer in today's Listener Questions episode.

Justin saw the job’s US jobs report described more job and better pay, but S&P fall more than 2 percent that day and 4 percent the following Monday.

Harry wants to know if he should move out of his Target Date Fund into a lower cost index fund. He also wants to know if he should have a Roth IRA, invest more into his ETFs, do more investing into his ETFs with the extra cash he has each month.

Max is ready to retire. He wants to sell his rental property and travel. Max has a pension that will cover his monthly expenses. Should he invest the proceeds from his rental property sale into something that pays dividends to fund his travel?

]]>39:40clean194fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyFrugal Your Way to Financial Independence with Taylor the FI GuyFri, 01 Jun 2018 05:00:00 +0000Taylor is on the way to FI (financial independence). He also likes the idea of retiring early, which completes the acronym FIRE. So he and his wife are putting away more than 70 percent of their income.

Before his journey, Taylor liked saving money. Then met a woman who brought more frugal habits into their relationship - and more income.

He also read The Richest Man in Babylon, which furthered his desire to spend wisely and invest a ton of money for the future.

Listen to his story - and to the panel discussion following the interview to hear what they think about investing in individual stocks.

]]>Taylor is on the way to FI (financial independence). He also likes the idea of retiring early, which completes the acronym FIRE. So he and his wife are putting away more than 70 percent of their income.

Before his journey, Taylor liked saving money. Then met a woman who brought more frugal habits into their relationship - and more income.

He also read The Richest Man in Babylon, which furthered his desire to spend wisely and invest a ton of money for the future.

Listen to his story - and to the panel discussion following the interview to hear what they think about investing in individual stocks.

]]>52:46cleanTaylor is on the way to FI (financial independence). He also likes the idea of retiring early, which completes the acronym FIRE. So he and his wife are putting away more than 70 percent of their income.
He also read The Richest Man in Babylon, which furthered his desire to spend wisely and invest a ton of money for the future.
Listen to the panel discussion following the interview to hear what they think about investing in individual stocks.
For more, go to http://moneytreepodcast.com/193 193fullFinding the Right Financial Advisor with Lorraine EllFri, 25 May 2018 05:00:00 +0000Miranda sits down with Lorraine Ell, CEO and Senior Financial Advisor at Better Money Decisions, about ways to find and identify the right financial advisor for you.

Are there clear signs for when you need to seek the advice of a financial advisor?

You want to find an advisor that does comprehensive planning, not just one who looks at your retirement savings.

Does your financial advisor help you to understand the investing options and financial decisions placed in front of you? Lorainne Ell says an advisor should be one who explains and educates.

Lorraine released a book to show the common investing financial planning pitfalls, and how to avoid them in “Bozos, Monsters, and Whiz-Bangs: Bad Advice From Financial Advisors and How To Avoid It”.

]]>36:27cleanMiranda sits down with Lorraine Ell, CEO and Senior Financial Advisor at Better Money Decisions, about ways to find and identify the right financial advisor for you.
Are there clear signs for when you need to seek the advice of a financial advisor?
Does your financial advisor help you to understand the investing options and financial decisions placed in front of you?
Listen to the show and visit for details http://moneytreepodcast.com/192192fullREITs, Stock Options, and IRAs: We Answer Your Listener QuestionsFri, 18 May 2018 05:00:00 +0000Jake focuses on dividends. Should he invest in a single REIT and reinvest dividends until retirement?

This is just one of the questions we tackle from our listeners on today's Money Tree Investing Podcast.

]]>33:45clean191fullStudent Loans and Investing in Your Future with Robert FarringtonFri, 11 May 2018 05:00:00 +0000Student Loans have become the single most concerning financial issue with young people and the millennial generation.

Whether you signed the dotted line with full knowledge of what happens when you take on student loans or you unknowingly signed your life away for a college degree, the debt must be satisfied in some way.

Robert Farrington of TheCollegeInvestor.com led the charge last month with the Student Loan Movement. The goal was to bring awareness to the problem of student debt and challenge people to focus on paying down their debt in the month of March 2018, and the total debt eliminated as of the date of this release is over $1.4 million!

]]>Student Loans have become the single most concerning financial issue with young people and the millennial generation.

Whether you signed the dotted line with full knowledge of what happens when you take on student loans or you unknowingly signed your life away for a college degree, the debt must be satisfied in some way.

Robert Farrington of TheCollegeInvestor.com led the charge last month with the Student Loan Movement. The goal was to bring awareness to the problem of student debt and challenge people to focus on paying down their debt in the month of March 2018, and the total debt eliminated as of the date of this release is over $1.4 million!

]]>49:06clean190fullModern Entrepreneurship with Raoul Davis Jr.Fri, 04 May 2018 05:00:00 +0000Raoul Davis Jr from AscendantStrategy.net talks with Linda about what an entrepreneur is and how important they are to our future.

The internet has made entrepreneurship much more achievable for the average person: social media makes it easier to connect with people, email allows entrepreneurs to make direct sales to individuals, and LinkedIn helps entrepreneurs find industry professional they need to help grow the business.

You can be branded or you can get labeled. Being branded is more like a fist, it has more force and impact where getting labeled is like having 5 loose fingers.

Does entrepreneurship play an important part in wealth creation in the future? The panel gets together to discuss this and more on today’s show.

]]>Raoul Davis Jr from AscendantStrategy.net talks with Linda about what an entrepreneur is and how important they are to our future.

The internet has made entrepreneurship much more achievable for the average person: social media makes it easier to connect with people, email allows entrepreneurs to make direct sales to individuals, and LinkedIn helps entrepreneurs find industry professional they need to help grow the business.

You can be branded or you can get labeled. Being branded is more like a fist, it has more force and impact where getting labeled is like having 5 loose fingers.

Does entrepreneurship play an important part in wealth creation in the future? The panel gets together to discuss this and more on today’s show.

]]>38:29clean188fullMiranda Marquit, Eric Ervin, Doug Goldstein, Linda P. Jones, Joe Saul-SehyFinancial Basics for Money Smart Week with Karen ChanFri, 20 Apr 2018 07:00:00 +0000Our guest today is Karen Chan, a Personal Financial Educator working with the Federal Reserve Bank of Chicago to promote Money Smart Week. Karen shares financial basics for those just getting started and the "easiest way to build up savings." For more information, visit the show notes at http://moneytreepodcast.com/187]]>Our guest today is Karen Chan, a Personal Financial Educator working with the Federal Reserve Bank of Chicago to promote Money Smart Week. Karen shares financial basics for those just getting started and the "easiest way to build up savings." For more information, visit the show notes at http://moneytreepodcast.com/187]]>53:43cleanKaren Chan, a Personal Financial Educator working with the Federal Reserve Bank of Chicago to promote Money Smart Week. Karen shares financial basics for those just getting started and the "easiest way to build up savings."
For more information, visit the show notes at http://moneytreepodcast.com/187187fullJoe Saul-Sehy, Karen Chan, Doug Goldstein, Linda P. Jones, Miranda MarquitRoth IRA and HSA with Eric BrotmanFri, 13 Apr 2018 07:00:00 +0000Eric Brotman from Brotman Financial Group explains the benefits - and the differences - between various tax-advantaged savings accounts.

]]>30:11cleanEric Brotman from Brotman Financial Group explains the benefits - and the differences - between various tax-advantaged savings accounts.
For more information, visit the show notes at http://moneytreepodcast.com/186 186fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-Sehy, Eric BrotmanChange Your Money Beliefs with Belinda RosenblumFri, 06 Apr 2018 07:00:00 +0000We form self-limiting beliefs based on negative things we’ve seen, or perceive to be negative, that subconsciously prevent us from being or doing the same thing.

Belinda believes we should stop and ponder these behaviors to see if they are based on factual data and not the remnants of past emotional strains.

She gives an example of Justin, who believed it wasn’t safe to have money in the bank, nor could he trust women with money. When Justin was 7 years old, the money he earned from a paper route was taken from his piggy bank. He told his mom, “We’ve been robbed”. His self-limiting belief was formed that moment when hearing her response, “Oh, I needed the money.”

Do you have money beliefs that are holding you back? Or do have money beliefs that help you excel?

]]>We form self-limiting beliefs based on negative things we’ve seen, or perceive to be negative, that subconsciously prevent us from being or doing the same thing.

Belinda believes we should stop and ponder these behaviors to see if they are based on factual data and not the remnants of past emotional strains.

She gives an example of Justin, who believed it wasn’t safe to have money in the bank, nor could he trust women with money. When Justin was 7 years old, the money he earned from a paper route was taken from his piggy bank. He told his mom, “We’ve been robbed”. His self-limiting belief was formed that moment when hearing her response, “Oh, I needed the money.”

Do you have money beliefs that are holding you back? Or do have money beliefs that help you excel?

]]>51:52cleanBelinda Rosenblum from OwnYourMoney.com says humans form self-limiting beliefs based on negative things we’ve seen, or perceive to be negative, that will subconsciously prevent us from being or doing the same thing.
Do you have money beliefs that are holding you back? Or do have money beliefs that help you excel?
The panel jumps in to discuss this. You don’t want to miss it.
For more information, visit the show notes at http://moneytreepodcast.com/185 185fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-Sehy, Belinda RosenblumDiversified Investing Retirement Accounts and Rebalance Listener QuestionsFri, 30 Mar 2018 07:00:00 +0000We love getting your questions.

]]>While many real estate investors seek capital appreciation, cash flow investors like Kevin Bupp look for recurring revenue they can use to spend, invest, or save up to purchase another rental property.

Kevin shares insights on what it means to be a cash flow investor and how you can begin to invest in real estate with very little money.

]]>38:31cleanImagine this: Your sister is caring for your mother, and you feel she constantly gets financial assistance above and beyond what you think is fair. Would you be worried that your mom will run out of money?
This is the situation Pat is in. He thinks his sister is taking advantage of the situation and doesn't want mom to end up in the poor house.
For more information, visit the show notes at http://moneytreepodcast.com/182182fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyWhat Happens When Someone Steals Half a Million from You?Fri, 09 Mar 2018 08:00:00 +0000A bookkeeper noticed checks were clearing the bank without signatures, so she began writing some herself out of her employers account.

More than $500,000 later she finds herself in jail, but who is to blame here?

Desiree Patno is the CEO and President of Women in the Housing and Real Estate Ecosystem (NAWRB) and Desirée Patno Enterprises, Inc. who found out from an outside bank that this was going on. She is now on a mission to expose the neglect from all parties involved - not just the bookkeeper - to make sure things like blank checks never get through the system without notification again.

]]>A bookkeeper noticed checks were clearing the bank without signatures, so she began writing some herself out of her employers account.

More than $500,000 later she finds herself in jail, but who is to blame here?

Desiree Patno is the CEO and President of Women in the Housing and Real Estate Ecosystem (NAWRB) and Desirée Patno Enterprises, Inc. who found out from an outside bank that this was going on. She is now on a mission to expose the neglect from all parties involved - not just the bookkeeper - to make sure things like blank checks never get through the system without notification again.

]]>34:31clean180fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-Sehy3 Paths to Financial Independence with Deacon HayesFri, 23 Feb 2018 08:00:00 +0000Deacon and his wife combined finances shortly after marriage - only to find $52,000 in consumer debt was weighing them down. They made the choice - and a plan - to pay down that debt in 18 month.

Moving past debt freedom, Deacon began focusing on complete financial independence. In his book, “You Can Retire Early!: Everything You Need to Achieve Financial Independence When You Want It” he describes the three ways to financial independence:

• Real estate • Stock market • Entrepreneurship

Listen in as Deacon shares each way and how it can help you achieve financial independence.

]]>Deacon and his wife combined finances shortly after marriage - only to find $52,000 in consumer debt was weighing them down. They made the choice - and a plan - to pay down that debt in 18 month.

Moving past debt freedom, Deacon began focusing on complete financial independence. In his book, “You Can Retire Early!: Everything You Need to Achieve Financial Independence When You Want It” he describes the three ways to financial independence:

• Real estate • Stock market • Entrepreneurship

Listen in as Deacon shares each way and how it can help you achieve financial independence.

He begins to explain with a story, then dives deeper into the Investing Buckets: The Now Bucket, the Soon Bucket, and the Later Bucket.

Jason also cautions against "Freak-out Risk".

Listen as he explains how volatility in the market causes people to make emotional decisions with their money at the exact wrong time.

For more information, visit the show notes at http://moneytreepodcast.com/177

]]>Challenging the traditional way of thinking about the bucket strategy, author Jason Smith says you should have three investing buckets.

He begins to explain with a story, then dives deeper into the Investing Buckets: The Now Bucket, the Soon Bucket, and the Later Bucket.

Jason also cautions against "Freak-out Risk".

Listen as he explains how volatility in the market causes people to make emotional decisions with their money at the exact wrong time.

For more information, visit the show notes at http://moneytreepodcast.com/177

]]>47:48cleanChallenging the traditional way of thinking about the bucket strategy, author Jason Smith says you should have three investing buckets.
He begins to explain with a story, then dives deeper into the Investing Buckets: Now, Soon, and Later.
Jason also cautions against "Freak-out Risk". Listen as he explains how volatility in the market causes people to make emotional decisions with their money at the exact wrong time.
For more information, visit the show notes at http://moneytreepodcast.com/177177fullJason Smith, Doug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyChoose the Right Financial Advisor with Joe Saul-SehyChoose the Right Financial Advisor with Joe Saul-SehyFri, 02 Feb 2018 06:00:00 +0000Most people think picking an advisor means finding someone who can pick the best investments.

Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.

Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.

]]>Most people think picking an advisor means finding someone who can pick the best investments.

Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.

Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.

]]>50:00cleanMost people think picking an advisor means finding someone who can pick the best investments.
Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.
For more information, visit the show notes at http://moneytreepodcast.com/176 176fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyHow to Find a CFP Where to Put Your Retirement Savings and How to Save for a Home We Answer Your QuestionsHow to Find a CFP Where to Put Your Retirement Savings and How to Save for a Home We Answer Your QuestionsFri, 26 Jan 2018 08:00:00 +0000By popular demand, we take your questions and put them on air. Linda P Jones, Miranda Marquit and Joe Saul-Sehy give their takes on questions you sent in.

]]>32:01clean174fullOpen a Child IRA, with Chris CarosaOpen a Child IRA, with Chris CarosaFri, 12 Jan 2018 08:00:00 +0000Could a child invest enough by age 18 to have enough money at retirement - even if he/she never saved another dime?

Chris Carosa wants children to have a “Child IRA” available from birth - giving the money enough time to compound into $2.2 million dollars.

Does that sound good to you? It will after you listen to this episode of the Money Tree Investing Podcast.

]]>42:01cleanCould a child invest enough by age 18 to have enough money at retirement - even if he/she never saved another dime?
Chris Carosa wants children to have a “Child IRA” available from birth - giving the money enough time to compound into $2.2 million dollars.
Does that sound good to you? It will after you listen to this episode of the Money Tree Investing Podcast.
For more information, visit the show notes at http://moneytreepodcast.com/173173fullJoe Saul-Sehy, Chris Carosa, Doug Goldstein, Linda P. Jones, Miranda MarquitWall Street Walkers - Build Wealth Without the Stock MarketFri, 05 Jan 2018 08:00:00 +0000A special presentation of MTI Panelist Miranda Marquit's podcast, Adulting.tv, which originally aired on November 9, 2017 at https://adulting.tv/ep/a097-build-wealth-without-stocks]]>A special presentation of MTI Panelist Miranda Marquit's podcast, Adulting.tv, which originally aired on November 9, 2017 at https://adulting.tv/ep/a097-build-wealth-without-stocks]]>47:42clean172fullWhy do Men and Women Approach Financial Planning Differently?Fri, 29 Dec 2017 08:00:00 +0000CEO of Financially Wise Women, Brittney Castro, talks to Doug Goldstein in this special presentation of the Goldstein on Gelt Show, which originally aired on December 4, 2017 at http://goldsteinongelt.com/inheritance/men-women-approach-financial-planning-differently]]>CEO of Financially Wise Women, Brittney Castro, talks to Doug Goldstein in this special presentation of the Goldstein on Gelt Show, which originally aired on December 4, 2017 at http://goldsteinongelt.com/inheritance/men-women-approach-financial-planning-differently]]>29:09clean171fullWhere to Invest $300 to $500 by Linda P. JonesFri, 22 Dec 2017 08:00:00 +0000A special presentation of MTI Panelist Linda P. Jones Podcast, Be Wealthy and Smart, which originally aired on July 21, 2017 at http://www.lindapjones.com/listener-q-where-to-invest-300-to-500]]>A special presentation of MTI Panelist Linda P. Jones Podcast, Be Wealthy and Smart, which originally aired on July 21, 2017 at http://www.lindapjones.com/listener-q-where-to-invest-300-to-500]]>20:27clean170fullBuild Wealth Faster (with David Osborn and Paul Morris)Fri, 15 Dec 2017 08:00:00 +0000A special presentation of MTI Panelist Joe Saul-Sehy's podcast, Stacking Benjamins, which originally aired on December 4, 2017 at https://www.stackingbenjamins.com/building-wealth-faster]]>A special presentation of MTI Panelist Joe Saul-Sehy's podcast, Stacking Benjamins, which originally aired on December 4, 2017 at https://www.stackingbenjamins.com/building-wealth-faster]]>01:15:52clean169fullInvest in Bitcoin, Roth IRA, and mREITs from Your Listener LettersInvest in Bitcoin, Roth IRA, and mREITs from Your Listener LettersFri, 08 Dec 2017 08:00:00 +0000Listener letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to retire early, and starting a podcast about investing in Bitcoin.

]]>Listener letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to retire early, and starting a podcast about investing in Bitcoin.

]]>30:09clean168fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyWhen a Home is an Investment with Dan Green - MTI167Fri, 01 Dec 2017 08:00:00 +0000Is your personal residence an investment? Many people think so, and it certainly can be counted towards your net worth - but where does your home fit into an investment portfolio?

Dan Green, Founder of Growella.com, joins us to talk about the pros and cons of using a personal residence as an investment or a rental - or both.

]]>30:31cleanListener questions keep pouring in, so this episode is full of questions about investing - or not.
Eric wants to pay tuition out of pocket but is likely to run short. Should he take out student loans for the last year of school or withdraw some IRA funds to pay?
Rocko wants to know if he should scale back on his 401k to help fund his next investment property.
For more information about this episode - or to send in your question - by going to http://moneytreepodcast.com/166166fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyTelling Financial Stories with Mihir Desai – MTI165Telling Financial Stories with Mihir DesaiFri, 17 Nov 2017 08:00:59 +0000Most people think mixing humanity and finance creates an oxymoron, but there is more tying wisdom and risk together than most realize. Professor of Finance at Harvard Business School, Mihir Desai, says the humanities of finance mirror how we handle

]]>Most people think mixing humanity and finance creates an oxymoron, but there is more tying wisdom and risk together than most realize. Professor of Finance at Harvard Business School, Mihir Desai, says the humanities of finance mirror how we handle

Read more ›

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40:31cleanMost people think mixing humanity and finance creates an oxymoron, but there is more tying wisdom and risk together than most realize.
Professor of Finance at Harvard Business School, Mihir Desai, says the humanities of finance mirror how we handle commitments. Finance is better learned through stories, not numbers. Then Doug uses the parallel of how the world looks at the commitment of marriages.
For more information and links, go to our show notes at http://moneytreepodcast.com/165165fullDoug Goldstein, Mihir Desai, Linda P. Jones, Miranda Marquit, Joe Saul-SehyHow to Manage Money Like a Millionaire with Panelist Joe Saul-Sehy – MTI164How to Manage Money Like a Millionaire with Panelist Joe Saul-SehySat, 11 Nov 2017 08:00:40 +0000What are some of the habits and behaviors Joe Saul-Sehy observed as a financial planner for financially independent millionaires? We put the spotlight on him today to learn how millionaires manage their money – and what not to do if

]]>What are some of the habits and behaviors Joe Saul-Sehy observed as a financial planner for financially independent millionaires? We put the spotlight on him today to learn how millionaires manage their money – and what not to do if

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39:40cleanWhat are some of the habits and behaviors Joe Saul-Sehy observed as a financial planner for financially independent millionaires? We put the spotlight on him today to learn how millionaires manage their money - and what not to do if you are trying to build wealth.
For a list of Joe's observations and links to the money apps mentioned, visit http://moneytreepodcast.com/164164fullMiranda Marquit, Joe Saul-Sehy, Linda P. Jones, Doug GoldsteinWorst Investments Ever with Jim Wang LIVE at FinCon – MTI163Worst Investments Ever with Jim Wang LIVE at FinCon17Fri, 03 Nov 2017 07:00:57 +0000Losing money sucks. We’ve had some investments go south and lost money, but the lessons shouldn’t be ours alone. Jim Wang from WalletHacks joins us in a live performance of the Money Tree Investing Podcast at FinCon17, Dallas. Along with

]]>Losing money sucks. We’ve had some investments go south and lost money, but the lessons shouldn’t be ours alone. Jim Wang from WalletHacks joins us in a live performance of the Money Tree Investing Podcast at FinCon17, Dallas. Along with

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23:16cleanWorst Investments Ever with Jim Wang LIVE at FinCon - MTI163
Losing money sucks. We’ve had some investments go South and lost money, but the lessons shouldn’t be ours alone.
Jim Wang from WalletHacks joins us in a live performance of the Money Tree Investing Podcast at FinCon17, Dallas. Along with Joe and Miranda, they share their worst investments and purchases they regretted the most.
For more information visit the show notes at http://moneytreepodcast.com/163163fullJim Wang, Joe Saul-Sehy, Miranda Marquit, Neighbor DougKids and Money with Jen Hemphill – MTI162Kids and Money with Jen HemphillFri, 27 Oct 2017 07:00:24 +0000Jen Hemphill from Her Money Matters shares the money lessons she has learned while growing up and from coaching others. Highlights from Jen’s interview: Jen married a military man. They moved 9 times before settling down. She couldn’t find work

]]>Jen Hemphill from Her Money Matters shares the money lessons she has learned while growing up and from coaching others. Highlights from Jen’s interview: Jen married a military man. They moved 9 times before settling down. She couldn’t find work

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45:41cleanJen Hemphill from Her Money Matters shares the money lessons she has learned while growing up and from coaching others.
Jen married a military man and moved 9 times.
She couldn’t find work in a field she was trained in, so she became educated in financial coaching.
It wasn’t until people asked her money questions that Jen and her husband made big changes in what they were doing.
For more information, visit http://moneytreepodcast.com/162162fullLinda P. Jones, Miranda Marquit, Joe Saul-Sehy, Jen Hemphill, Roger WhitneyHow Do You Feel About Investment Buckets with Buck Joffrey – MTI161How Do You Feel About Investment Buckets with Buck JoffreyFri, 20 Oct 2017 07:00:36 +0000Buck Joffrey – Physician, entrepreneur, asset manager and podcaster – loves teaching about the benefits of saving and cash-flow. In this episode he talks about the problems with “investment buckets” and how Wall Street works. Then he goes into making

]]>Buck Joffrey – Physician, entrepreneur, asset manager and podcaster – loves teaching about the benefits of saving and cash-flow. In this episode he talks about the problems with “investment buckets” and how Wall Street works. Then he goes into making

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44:16cleanPhysician, entrepreneur, asset manager and podcaster Buck Joffrey loves teaching about the benefits of saving and cash-flow.
In this episode he talks about the problems with "investment buckets" and how Wall Street works. Then he goes into making real estate investing work for you.
There is more information, including links to everything we talked about, in the show notes at http://moneytreepodcast.com/161161fullJoe Saul-Sehy, Doug Goldstein, Linda P. Jones, Miranda MarquitThe Perfect Portfolio with Ken French – MTI160The Perfect Portfolio with Ken FrenchFri, 13 Oct 2017 07:00:42 +0000Ken French, professor at the Tuck School of Business at Dartmouth, talks about portfolio design as it relates to assets and investing. Then our panel discuss what they think would make a perfect investing portfolio. Do money managers really add

]]>Ken French, professor at the Tuck School of Business at Dartmouth, talks about portfolio design as it relates to assets and investing. Then our panel discuss what they think would make a perfect investing portfolio. Do money managers really add

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33:33cleanKen French, professor at the Tuck School of Business at Dartmouth, talks about portfolio design as it relates to assets and investing.
Then our panel discuss what they think would make a perfect investing portfolio. Do money managers really add value? And are bond ladders a good idea, as Ken French shared during the interview?
For more information, visit the show notes at http://moneytreepodcast.com/160160fullDoug Goldstein, Ken French, Joe Saul-Sehy, Linda P. Jones, Miranda MarquitEquifax Shenanigans and Trading Systems with Laurens Bensdorp – MTI159Equifax Shenanigans and Trading Systems with Laurens BensdorpFri, 06 Oct 2017 07:00:49 +0000Can you be an effective stock trader in only 30 minutes a day? Laurens Bensdorp developed a system to help you invest. The system is based on rules he shares in his book, “The 30-minute Stock Trader”. But first, the

]]>Can you be an effective stock trader in only 30 minutes a day? Laurens Bensdorp developed a system to help you invest. The system is based on rules he shares in his book, “The 30-minute Stock Trader”. But first, the

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35:45cleanCan you be an effective stock trader in only 30 minutes a day? Laurens Bensdorp developed a system to help you invest. The system is based on rules he shares in his book, “The 30-minute Stock Trader”.
But first, the panel discusses the recent Equifax hack, what this means for your data security, and if buying such stock during this tumultuous time is wise.
For links and more information, visit http://moneytreepodcast.com/159159fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyState Income Taxes, Retirement Account Tax Issues, What Is a Short-Term Investment – Your Listener Questions – MTI158State Income Taxes, Retirement Account Tax Issues, What Is a Short-Term Investment - Your Listener QuestionsFri, 29 Sep 2017 07:00:41 +0000Listener questions again? Yes, and we love it so keep them coming! Today we talk about making personal finance decisions when your state raises their taxes and can’t balance their budget, where to invest when you are maxing out a

]]>Listener questions again? Yes, and we love it so keep them coming! Today we talk about making personal finance decisions when your state raises their taxes and can’t balance their budget, where to invest when you are maxing out a

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34:40cleanListener questions again? Yes, and we love it so keep them coming!
Today we talk about making personal finance decisions when your state raises their taxes and can't balance their budget, where to invest when you are maxing out a ROTH, and more.
Send us your questions via our contact form at http://moneytreepodcast.com/contact
158fullDoug Goldstein, Linda P. Jones, Miranda Marquit, Joe Saul-SehyPaying for Investment Newsletters, Index ETFs, Retirement Account Diversification – Your Questions Answered – MTI157Paying for Investment Newsletters, Index ETFs, Retirement Account Diversification - Your Questions AnsweredFri, 22 Sep 2017 07:00:38 +0000When does it make cents to pay for information about investing? Well, you are listening to a free podcast – but we have an answer for that question from listener Justin – and many more in this Listener Letters episode.

]]>When does it make cents to pay for information about investing? Well, you are listening to a free podcast – but we have an answer for that question from listener Justin – and many more in this Listener Letters episode.

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32:00cleanWhen does it make cents to pay for information about investing? Well, you are listening to a free podcast - but we have an answer for that question from listener Justin - and many more in this Listener Letters episode.
Find the list of questions, or submit a Listener Letter of your own, at Do you have a question? Give us your Listener Letter at http://moneytreepodcast.com/157157fullLinda P Jones, Doug Goldstein, Joe Saul-Sehy, Miranda MarquitInvestment Analysis and Indexing with Spencer Jakab from the Wall Street Journal – MTI156Investment Analysis and Indexing with Spencer Jakab from the Wall Street Journal - MTI156Fri, 15 Sep 2017 08:00:28 +0000Can someone really beat the market on a consistent basis? Spencer Jakab, Deputy Editor of the Wall Street Journal’s “Heard on the Street” column, speak with Doug Goldstein about finding bargains in the market, how someone would make a portfolio

]]>Can someone really beat the market on a consistent basis? Spencer Jakab, Deputy Editor of the Wall Street Journal’s “Heard on the Street” column, speak with Doug Goldstein about finding bargains in the market, how someone would make a portfolio

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39:46cleanCan someone really beat the market on a consistent basis?
Spencer Jakab, Deputy Editor of the Wall Street Journal's "Heard on the Street" column, speak with Doug Goldstein about finding bargains in the market, how someone would make a portfolio of index funds, and if the media plays a role in normal people making bad investment choices.
For links to our guest and his book, go to http://moneytreepodcast.com/156156fullSpencer Jakab, Doug Goldstein, Joe Saul-Sehy, Linda P Jones, Miranda MarquitInvesting in a Side Hustle LIVE from Podcast Movement – MTI155Investing in a Side Hustle LIVE from Podcast MovementFri, 08 Sep 2017 07:00:51 +0000Want to make more money? Have you hit the pay ceiling and ran out of corporate ladder to climb? Start a side hustle! Live from the floor at the Podcast Movement conference, we talk about: How to find a

]]>Want to make more money? Have you hit the pay ceiling and ran out of corporate ladder to climb? Start a side hustle! Live from the floor at the Podcast Movement conference, we talk about: How to find a

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37:21cleanWant to make more money? Have you hit the pay ceiling and ran out of corporate ladder to climb? Start a side hustle!
Nick Loper from Side Hustle Nation and Eric Rosenberg from Personal Profitability join us to talk about:
• How to find a side hustle
• When it makes sense to invest in a side-hustle
• What happens when your side-hustle makes more money than a “day job”
• Why conferences are important to grow a side hustle into a career
Visit the show notes at http://moneytreepodcast.c155fullMiranda Marquit, Joe Saul-Sehy, Nick Loper, Eric RosenbergStudent Loans, Debt, Gold and Financial Windfalls: We Answer Your Listener Questions – MTI154Student Loans, Debt, Gold and Financial Windfalls: We Answer Your Listener QuestionsFri, 01 Sep 2017 06:00:19 +0000Lots of our listeners are asking what to do with money they have laying around. It’s a good problem to have, and most want to put it to work wisely. Jeremy is 26 years old and just moved home after

]]>Lots of our listeners are asking what to do with money they have laying around. It’s a good problem to have, and most want to put it to work wisely. Jeremy is 26 years old and just moved home after

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38:00cleanLots of our listeners are asking what to do with money they have laying around. It's a good problem to have, and most want to put it to work wisely.
Invest it? Pay off debt with it? Buy a house or gold? All these questions will be answered by our crack team of Money Tree Investing panelists.
For a list of questions and more information, visit http://moneytreepodcast.com/154154fullMiranda Marquit, Joe Saul-Sehy, Doug Goldstein, Linda P JonesInvesting in a Family Office with Richard Wilson – MTI153Investing in a Family Office with Richard WilsonFri, 25 Aug 2017 06:00:34 +0000Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer

]]>Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer

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48:49cleanRichard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company.
Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors.
High net-worth individuals and families often are presented with opportunities before anyone else.
For more information, visit the show notes at http://moneytreepodcast.com/153153fullLinda P. Jones, Miranda Marquit, Doug Goldstein, Joe Saul-Sehy, Richard WIlsonSuze Orman explains Who Invests Best – MTI152Suze Orman explains Who Invests BestFri, 18 Aug 2017 08:00:40 +0000Can women invest better than men? That’s what Suze Orman joins us to talk about today. She has been helping people of all ages improve their personal finances – and knows all to well the differences between how women and

]]>Can women invest better than men? That’s what Suze Orman joins us to talk about today. She has been helping people of all ages improve their personal finances – and knows all to well the differences between how women and

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39:34cleanCan women invest better than men?
That's what Suze Orman joins us to talk about today. She has been helping people of all ages improve their personal finances - and knows all to well the differences between how women and men approach investing.
Find links to Suze Orman's website, books and social media accounts in our show notes at http://moneytreepodcast.com/152 152fullDoug Goldstein, Joe Saul-Sehy, Linda P. JonesGifting Stock, Pay Off Debt or Buy a House, and Saving in Brazilian Currency – MTI151Gifting Stock, Pay Off Debt or Buy a House, and Saving in Brazilian CurrencyFri, 11 Aug 2017 06:00:15 +0000Great questions from listeners in the mailbag today: Max wants to give his parents a gift of $10,000 when they retire in a few years. They absolutely won’t accept a cash gift, so could I give them stock instead? Georgie

]]>Great questions from listeners in the mailbag today: Max wants to give his parents a gift of $10,000 when they retire in a few years. They absolutely won’t accept a cash gift, so could I give them stock instead? Georgie

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39:15cleanGreat questions from listeners in the mailbag today. For more details, visit http://moneytreepodcast.com/151151fullJoe Saul-Sehy, Doug Goldstein, Linda P JonesValue Investing: What You Should Know with Trip Miller – MTI150Value Investing - What You Should Know with Trip MillerFri, 04 Aug 2017 08:00:04 +0000What do you look for as a value investor? Do you look at Apple, Google, and Amazon because you use them? Trip Miller talks with us about the quantitative and qualitative traits they look for as they decide to add

]]>What do you look for as a value investor? Do you look at Apple, Google, and Amazon because you use them? Trip Miller talks with us about the quantitative and qualitative traits they look for as they decide to add

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33:45cleanTrip Miller talks about the quantitative and qualitative traits they look for as they decide to add to their investments.
Then our panel discusses more on how to pick value stocks for your investment portfolio.
For more information, go to http://moneytreepodcast.com/150150fullJoe Saul-Sehy, Miranda Marquit, Linda P Jones, Doug Goldstein, Trip MillerChoosing Investments, Career Choices, Long-Term Care, Pensions and Social Security, Listener Questions – MTI149Choosing Investments, Career Choices, Long-Term Care, Pensions and Social Security, Listener QuestionsFri, 28 Jul 2017 06:00:59 +0000We’re opening up the mailbag with your letters about long term care, social security, choosing a career, and picking investments. Steph asks if Long Term Care Insurance should be part of her financial plan? If so, what is a good

]]>We’re opening up the mailbag with your letters about long term care, social security, choosing a career, and picking investments. Steph asks if Long Term Care Insurance should be part of her financial plan? If so, what is a good

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45:55cleanWe're opening up the mailbag with your letters about long term care, social security, choosing a career, and picking investments. We love getting your questions. Visit http://moneytreepodcast.com/contact to submit yours.149fullMoney Tree PodcastHow to Retire Early with Billy and Akaisha Kaderli – MTI148Fri, 21 Jul 2017 06:00:26 +0000Is it realistic to retire before you reach age 40? Billy and Akaisha Kaderli did – and they’ve been retired for over 25 years. While Social Security and dividend growth stocks take care of their normal living expenses, they continue

]]>Is it realistic to retire before you reach age 40? Billy and Akaisha Kaderli did – and they’ve been retired for over 25 years. While Social Security and dividend growth stocks take care of their normal living expenses, they continue

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43:43clean148fullTarget Date Funds, Fintech Apps, and Buying in an Overheated Real Estate Market: We Answer Your Questions – MTI147Fri, 14 Jul 2017 08:00:14 +0000We are answering listener letters today: Amanda picked target date funds in her 403B at work. Is it ridiculous to have positions in two different target date funds? Michael has STASH, an app for saving and investing extra money you

]]>We are answering listener letters today: Amanda picked target date funds in her 403B at work. Is it ridiculous to have positions in two different target date funds? Michael has STASH, an app for saving and investing extra money you

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44:34clean147fullWhat You Need to Know about Stock Market Manipulation with Tim Courtney – MTI146Fri, 07 Jul 2017 07:00:12 +0000It's the 225th Anniversary of the NYSE. Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, gives us a snapshot of what trading used to look like before technology was introduced to trading.

Then he and Miranda discuss market manipulation. Who has the bigger hand on the trading buttons? Do they make a difference? What do we need to know about stock market manipulation?

]]>It's the 225th Anniversary of the NYSE. Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, gives us a snapshot of what trading used to look like before technology was introduced to trading.

Then he and Miranda discuss market manipulation. Who has the bigger hand on the trading buttons? Do they make a difference? What do we need to know about stock market manipulation?

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42:00clean146fullListener Questions: Buying a Car on Credit, SIMPLE IRA, and Mutual Fund Investing – MTI145Fri, 30 Jun 2017 06:00:52 +0000You’ve got questions? Our panel has answers. Doug, Linda, Joe and Miranda are back to offer their thoughts about Buying a Car on Credit, SIMPLE IRAs, and Mutual Fund Investing. Amy: Ways to save more. We are about to buy

]]>You’ve got questions? Our panel has answers. Doug, Linda, Joe and Miranda are back to offer their thoughts about Buying a Car on Credit, SIMPLE IRAs, and Mutual Fund Investing. Amy: Ways to save more. We are about to buy

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36:56clean145fullCommercial Real Estate with Paul Moore – MTI144Fri, 23 Jun 2017 07:00:42 +0000Paul Moore, author of “The Perfect Investment” shares how you can create enduring wealth from the multifamily housing. Paul says two-thirds of the battle in finding a good multi-family property is wrapped up in finding the right sub-market and property

]]>Paul Moore, author of “The Perfect Investment” shares how you can create enduring wealth from the multifamily housing. Paul says two-thirds of the battle in finding a good multi-family property is wrapped up in finding the right sub-market and property

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42:52clean144fullDividend Stocks, Super-Charge Your Savings, and Mortgages…We Answer Your Questions – MTI143Fri, 16 Jun 2017 07:00:15 +0000Today’s letter bag is full of questions about best places to save and invest emergency funds, down-payments and other big-time purchases. We also tackle questions about dividend paying stocks and what to look out for when choosing to work with

]]>Today’s letter bag is full of questions about best places to save and invest emergency funds, down-payments and other big-time purchases. We also tackle questions about dividend paying stocks and what to look out for when choosing to work with

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39:50clean143fullHow To Pick Winning Investments with Stig Brodersen – MTI142Fri, 09 Jun 2017 06:00:11 +0000Stig Brodersen co-hosts the Investors Podcast, a show that studies billionaires and talks about books they read while interviewing people they like to interact with. Stig says it isn’t complicated to invest in stocks, “but it’s definitely time consuming, and

]]>Stig Brodersen co-hosts the Investors Podcast, a show that studies billionaires and talks about books they read while interviewing people they like to interact with. Stig says it isn’t complicated to invest in stocks, “but it’s definitely time consuming, and

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39:16clean142fullRetirement Planning, Paying Down Student Loans and Taxes. We Answer Your Listener Questions – MTI141Fri, 02 Jun 2017 11:54:50 +0000Tax strategies in retirement planning, defensive allocations, and where to invest when you have extra money every month...these are some of the questions we tackle in our Listener Letters episode.

]]>Hilary Hendershott from Profit Boss Radio shares her Top 10 List of Worst Financial Advice from Podcasts, things like: Discounted Life Insurance House-flipping seminars Cash Envelope Systems The “Bucket Investing” strategy Then our panelists discusses some of the bad advice

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52:40clean140fullMTI139: Listener Questions – HSAs, 401k Early Withdrawals, Backdoor Roth IRA and moreFri, 19 May 2017 05:10:57 +0000A jam-packed show with your letters answered: Simone wants to know about signing up for a high-deductible health plan at work and using an HSA to sock money away for retirement. Kamille and her husband are trying to come up

]]>A jam-packed show with your letters answered: Simone wants to know about signing up for a high-deductible health plan at work and using an HSA to sock money away for retirement. Kamille and her husband are trying to come up

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47:00clean139fullMTI138: How Debt Can Help You Build Wealth with Tom AndersonFri, 12 May 2017 08:30:30 +0000“All debt is not created equally”, says Tom Anderson, author of The Value of Debt. Tom explains why it’s important to eliminate Oppressive Debt, debt with interest rates higher than 10 percent. He also believes it is important to begin

]]>“All debt is not created equally”, says Tom Anderson, author of The Value of Debt. Tom explains why it’s important to eliminate Oppressive Debt, debt with interest rates higher than 10 percent. He also believes it is important to begin

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36:17clean138fullMTI137: Should You Trust Fund Ratings? with Christine BenzFri, 05 May 2017 08:30:50 +0000Morningstar’s Director of Personal Finance, Christine Benz, advises why an investor shouldn’t only rely on Morningstar® research, but should also do their own. She also breaks down the difference between index funds and exchange traded funds (ETFs). Morningstar® researches mutual

]]>Morningstar’s Director of Personal Finance, Christine Benz, advises why an investor shouldn’t only rely on Morningstar® research, but should also do their own. She also breaks down the difference between index funds and exchange traded funds (ETFs). Morningstar® researches mutual

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34:00clean137fullMTI136: Trend Following, Speculation, and More with Daniel AmeduriFri, 28 Apr 2017 08:30:21 +0000Daniel Ameduri believes 90 percent of your liquid net worth should be in reliable performers. The remaining 10 percent is for speculation by those who want to play around in the markets. Daniel recently turned $83,000 from his liquid net

]]>Daniel Ameduri believes 90 percent of your liquid net worth should be in reliable performers. The remaining 10 percent is for speculation by those who want to play around in the markets. Daniel recently turned $83,000 from his liquid net

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49:01clean136fullMTI135: Listener Questions Early Retirement, Investing in ETFs and When to Pay Down Your MortgageFri, 21 Apr 2017 08:00:14 +0000Answering listener questions about investing on today’s episode: Matthew from Australia is 27 years old, has no debt, and plans to retire in the next 20-25 years. He deposited $150k into three ETFs: The S&P 500, All World, and ASX200

]]>Answering listener questions about investing on today’s episode: Matthew from Australia is 27 years old, has no debt, and plans to retire in the next 20-25 years. He deposited $150k into three ETFs: The S&P 500, All World, and ASX200

42:00clean134fullMTI133: Do Credit Cards Make Sense in Your Life? with Jason SteeleFri, 07 Apr 2017 08:30:28 +0000Jason Steele, an expert in the credit card industry, discusses the benefits and risks of using a credit card. Find out who truly benefits from your credit card purchases and who should give up credit card usage altogether. Then, our

]]>Jason Steele, an expert in the credit card industry, discusses the benefits and risks of using a credit card. Find out who truly benefits from your credit card purchases and who should give up credit card usage altogether. Then, our

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38:16clean133fullMTI132: The Future of Active Trading with Jamie WiseFri, 31 Mar 2017 08:30:14 +0000Imagine being able to gather investing sentiment from all over the world and focus it into one pool of stocks before the rest of the world. That’s what the BUZZ Index sets out to do. Innovative? Sure. Effective? We talk

]]>Imagine being able to gather investing sentiment from all over the world and focus it into one pool of stocks before the rest of the world. That’s what the BUZZ Index sets out to do. Innovative? Sure. Effective? We talk

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46:17clean132fullMTI131: Successful Retirement & Social SecurityFri, 24 Mar 2017 08:30:41 +0000When does it make sense to begin taking Social Security? Age 62? Age 67? Even later? Devin Carroll CFP® joins us to discuss the timing and situations when it makes sense to wait and some situations when it makes sense

]]>When does it make sense to begin taking Social Security? Age 62? Age 67? Even later? Devin Carroll CFP® joins us to discuss the timing and situations when it makes sense to wait and some situations when it makes sense

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54:00clean131fullMTI130: Taming the High Cost of College, with Brad BaldridgeFri, 17 Mar 2017 08:30:50 +0000Deferring saving for retirement or taking on your child’s student loan debt may not be the only option you have to pay for your kid’s higher education. Brad Baldridge, CFP®, is a College Funding Consultant specializing in late stage college

]]>Deferring saving for retirement or taking on your child’s student loan debt may not be the only option you have to pay for your kid’s higher education. Brad Baldridge, CFP®, is a College Funding Consultant specializing in late stage college

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48:01clean130fullMTI129: Millennial Money Decisions, with Amanda AbellaFri, 10 Mar 2017 09:00:59 +0000Millennials are probably right to be scared of the market since they have witnessed some really bad experiences. Our guest today, Amanda Abella, answers the question, “What would you tell millennials to get them into investing?” Amanda is a millennial

]]>Millennials are probably right to be scared of the market since they have witnessed some really bad experiences. Our guest today, Amanda Abella, answers the question, “What would you tell millennials to get them into investing?” Amanda is a millennial

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38:23clean129fullMTI128: Marriage and Money, with Couple Money’s Elle MartinezFri, 03 Mar 2017 09:00:46 +0000Elle Martinez from Couple Money joins us to talk about the HOW of talking about money with your partner. Elle says to avoid talking about numbers when you first start a conversation about money. Instead, talk about your goals. The

]]>Elle Martinez from Couple Money joins us to talk about the HOW of talking about money with your partner. Elle says to avoid talking about numbers when you first start a conversation about money. Instead, talk about your goals. The

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45:46clean128fullMTI127: Investing in Private Equity, with Douglas McCormickFri, 24 Feb 2017 09:00:45 +0000Doug McCormick from HCI Equity talks with Linda about Private Equity investing and the role it plays in our economy – and yours! Private equity is a security that isn’t on the public exchange. The two most common types are

]]>Doug McCormick from HCI Equity talks with Linda about Private Equity investing and the role it plays in our economy – and yours! Private equity is a security that isn’t on the public exchange. The two most common types are

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45:56clean127fullMTI126: Are Your Emotions Screwing Up Your Investing Plan? with T. Michelle JonesFri, 17 Feb 2017 08:00:07 +0000The DOW recently broke the 20,000 mark. How does that make you feel? T. Michelle Jones from Bryn Mawr Trust joins us for a discussion about how emotions get in the way of our investing plans and how to stay

]]>The DOW recently broke the 20,000 mark. How does that make you feel? T. Michelle Jones from Bryn Mawr Trust joins us for a discussion about how emotions get in the way of our investing plans and how to stay

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40:31clean126fullMTI125: Listener Letters – Tax Advantages of Roth IRA vs Traditional, Using Insider Trading News, and Reallocating ETFsFri, 10 Feb 2017 09:00:58 +0000It’s our favorite time again where we answer your letters. Scott wants to understand: “By being taxed on deposit into the Roth, I lose out on compounding interest on the taxed portion. Under normal conditions, would the sum of the

]]>It’s our favorite time again where we answer your letters. Scott wants to understand: “By being taxed on deposit into the Roth, I lose out on compounding interest on the taxed portion. Under normal conditions, would the sum of the

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38:31clean125fullMTI124: Selling the Big House to Get Out Of Debt FasterFri, 03 Feb 2017 07:00:09 +0000Claudia and Garrett did everything right – so they thought: They went to school on student loans, purchased cars with loans, and got a mortgage for a house when all they really wanted to do was travel. What started as

]]>Claudia and Garrett did everything right – so they thought: They went to school on student loans, purchased cars with loans, and got a mortgage for a house when all they really wanted to do was travel. What started as

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54:15clean124fullMTI123: Money Moves for the New Year with Maria Bruno from VanguardFri, 27 Jan 2017 06:23:44 +0000Vanguard’s Maria Bruno joins us today to talk about getting our money ready for 2017. Should we be saving instead of investing? How much should we be investing? What about re-balancing? While every person’s finances are different, there are logical

]]>Vanguard’s Maria Bruno joins us today to talk about getting our money ready for 2017. Should we be saving instead of investing? How much should we be investing? What about re-balancing? While every person’s finances are different, there are logical

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47:16clean123fullMTI122: Listener questions what to do with $100k and why index investing RULES!Fri, 20 Jan 2017 08:00:54 +0000We are back and in full force for your investing questions. Chris is 25 years old and inherited $100,000. How should he invest it without putting it into retirement savings? Sarah wants to understand the method of Tax Loss Harvesting.

]]>We are back and in full force for your investing questions. Chris is 25 years old and inherited $100,000. How should he invest it without putting it into retirement savings? Sarah wants to understand the method of Tax Loss Harvesting.

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35:47clean122fullMTI121 REWIND: Mistakes in Investing, with Phil AshFri, 13 Jan 2017 08:21:32 +0000Bringing one more blast from the past, Phil Ash shares some of the most common investing mistakes we make that prevent us from maximizing our returns. Then our panelists discuss their “favorite” mistakes. About Phil Ash: Formerly of Baton Investing,

]]>Bringing one more blast from the past, Phil Ash shares some of the most common investing mistakes we make that prevent us from maximizing our returns. Then our panelists discuss their “favorite” mistakes. About Phil Ash: Formerly of Baton Investing,

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42:45clean121fullMTI120 REWIND: Rent vs Buy with Jason HullFri, 06 Jan 2017 09:20:28 +0000Just because we are on vacation doesn’t mean we’ve forgotten about you. From our archives, the Rent vs Buy debate is still a popular topic – so popular that we are bringing this popular episode back to you today. Our

]]>Just because we are on vacation doesn’t mean we’ve forgotten about you. From our archives, the Rent vs Buy debate is still a popular topic – so popular that we are bringing this popular episode back to you today. Our

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01:00:01clean120fullMTI119 REWIND: Selling on CraigsList and Why Budgets Are Sexy, with J. MoneyFri, 30 Dec 2016 07:42:32 +0000We are on holiday but wanted to bring you a blast from our past. This episode is one of the most popular, so we wanted to replay it while we are away. J. Money from BudgetsAreSexy.com shares funny stories of

]]>We are on holiday but wanted to bring you a blast from our past. This episode is one of the most popular, so we wanted to replay it while we are away. J. Money from BudgetsAreSexy.com shares funny stories of

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01:06:31clean119fullMTI118: How to Not Run Out of Money In Retirement, with Jane Bryant QuinnFri, 23 Dec 2016 08:18:19 +0000Are you close to retirement without adequate savings? Jane Bryant Quinn’s most recent book, How to Make Your Money Last, addresses this problem for those facing retirement and those in retirement. Social Security, working longer, and how large of a

]]>Are you close to retirement without adequate savings? Jane Bryant Quinn’s most recent book, How to Make Your Money Last, addresses this problem for those facing retirement and those in retirement. Social Security, working longer, and how large of a

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38:15clean118fullMTI117: DIY Investing vs the Pros, with Eric and Wendy NissanFri, 16 Dec 2016 06:58:48 +0000Eric and Wendy Nissan know what it’s like to be on both sides of the market: As both professional and as investors. Today they share tools, strategies, and things the pros use that the average investor doesn’t. We also discuss

]]>Eric and Wendy Nissan know what it’s like to be on both sides of the market: As both professional and as investors. Today they share tools, strategies, and things the pros use that the average investor doesn’t. We also discuss

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58:01clean117fullMTI116: Answering Your Questions about investing in real estate, diversification and how to retire earlyFri, 09 Dec 2016 19:50:11 +0000Send us your questions and we might actually get to them. This episode is just that: Listener Letters with Miranda, Doug, Joe and Linda P. Jones David 1 writes in with his full portfolio standings, but isn’t contributing to

]]>Send us your questions and we might actually get to them. This episode is just that: Listener Letters with Miranda, Doug, Joe and Linda P. Jones David 1 writes in with his full portfolio standings, but isn’t contributing to

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48:01clean116fullMTI115: Market Timing, with Garrett JonesFri, 02 Dec 2016 09:15:57 +0000Market Timing: When should you get out of the market and when is the right time to get back in? The market has been volatile, but not as often as you think. Garrett Jones works with Peter Eliades’ of Stock

]]>Market Timing: When should you get out of the market and when is the right time to get back in? The market has been volatile, but not as often as you think. Garrett Jones works with Peter Eliades’ of Stock

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45:00clean115fullMTI114: The Breaking Point, with James Dale DavidsonFri, 25 Nov 2016 05:49:42 +0000James Dale Davidson says we are headed for a money cataclysm, after about 42 trillion dollars in wealth has been “created out of vapors”. In the 20th Century, we used more energy than at any point in our time. This

]]>James Dale Davidson says we are headed for a money cataclysm, after about 42 trillion dollars in wealth has been “created out of vapors”. In the 20th Century, we used more energy than at any point in our time. This

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45:36clean114fullMTI113: The Laffer Curve, with Dr. Arthur LafferFri, 18 Nov 2016 09:13:12 +0000Arther Laffer is best known for the Laffer Curve, an illustration of the theory that there exists some tax rate between 0% and 100% that will result in maximum tax revenue for governments. He explains how there are two effects

]]>Arther Laffer is best known for the Laffer Curve, an illustration of the theory that there exists some tax rate between 0% and 100% that will result in maximum tax revenue for governments. He explains how there are two effects

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46:01clean113fullMTI112: BitCoin – Investment or Currency? (with Ashe Whitener)Fri, 11 Nov 2016 09:12:57 +0000Crypto-currency is as controversial as the recent Presidential election. Will it become the medium of exchange in the near future? Ashe Whitener, host of the Liberty Entrepreneurs Podcast, explains where Bitcoin came from and how it works. Interesting points: •

]]>Crypto-currency is as controversial as the recent Presidential election. Will it become the medium of exchange in the near future? Ashe Whitener, host of the Liberty Entrepreneurs Podcast, explains where Bitcoin came from and how it works. Interesting points: •

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46:31clean112fullMTI111: Lessons From Epic Entrepreneur Fails, with John Lee DumasFri, 04 Nov 2016 08:11:51 +0000John Lee Dumas, host of Entrepreneur On Fire, knows more stories about failure than anyone we know. He has asked more than 1,400 entrepreneurs to tell their stories of woe – and how they overcame it. John said that learning

]]>John Lee Dumas, host of Entrepreneur On Fire, knows more stories about failure than anyone we know. He has asked more than 1,400 entrepreneurs to tell their stories of woe – and how they overcame it. John said that learning

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38:24clean111fullMTI110: Indexing is a Local Sport, with David SteinFri, 28 Oct 2016 08:10:03 +0000David Stein from the popular “Money For The Rest Of Us” podcast talks about indexing: Is Indexing really making you an active money manager? Why do people pick index funds from their local country? Does emotion play a part in

]]>David Stein from the popular “Money For The Rest Of Us” podcast talks about indexing: Is Indexing really making you an active money manager? Why do people pick index funds from their local country? Does emotion play a part in

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37:01clean110fullMTI109: Listener Letters about Big Buyouts, How to Research Stocks, and SRI for AtheistsFri, 21 Oct 2016 08:00:04 +0000How are stocks effected when a big buy-out is expected? What are good books to read about value investing? What other sources are there about SRI for an atheist? We are back for another round of Listener’s Letters: Listener Joe

]]>How are stocks effected when a big buy-out is expected? What are good books to read about value investing? What other sources are there about SRI for an atheist? We are back for another round of Listener’s Letters: Listener Joe

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43:41clean109fullMTI108: Option Alpha, with Kirk Du PlessisFri, 14 Oct 2016 07:08:40 +0000“The first thing people need to understand about options is that the market is incredibly efficient”, says Kirk Duplesis from OptionAlpha.com. There is no free lunch, meaning you don’t get anything without giving up something. Kirk describes buying an option

]]>“The first thing people need to understand about options is that the market is incredibly efficient”, says Kirk Duplesis from OptionAlpha.com. There is no free lunch, meaning you don’t get anything without giving up something. Kirk describes buying an option

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52:51clean108fullMTI107: Know Your Advisor, Monitor Your Credit, and Watch Wells FargoFri, 07 Oct 2016 10:07:22 +0000Wells Fargo, one of the largest commercial and business banks in the world, fired over 5,300 employees when thousands of accounts were opened without their customer’s approval. The panel discusses who was affected by this, how it could happen, and

]]>Wells Fargo, one of the largest commercial and business banks in the world, fired over 5,300 employees when thousands of accounts were opened without their customer’s approval. The panel discusses who was affected by this, how it could happen, and

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30:16clean107fullMTI106: Listener’s Letters – Beginning with Robinhood, Acorns and BettermentFri, 30 Sep 2016 08:06:59 +0000Today we answer listener letters from Shylowe, Christopher, Michael and Justin. Shylowe is living paycheck to paycheck and wants to learn about investing. He uses Acorns and Robinhood because they really have no barrier to entry, has had some success,

]]>Today we answer listener letters from Shylowe, Christopher, Michael and Justin. Shylowe is living paycheck to paycheck and wants to learn about investing. He uses Acorns and Robinhood because they really have no barrier to entry, has had some success,

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36:16clean106fullMTI105: Top 7 Investment Strategies of Centimillionaires, with Richard C WilsonFri, 23 Sep 2016 08:10:20 +0000Richard Wilson, author of How To Start a Family Office, shares the Top 7 Investment Strategies of Centimillionaires. Richard explains how centimillionaires: Want to own the game rather than being a player in someone else’s game Need to establish themselves

]]>Richard Wilson, author of How To Start a Family Office, shares the Top 7 Investment Strategies of Centimillionaires. Richard explains how centimillionaires: Want to own the game rather than being a player in someone else’s game Need to establish themselves

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01:00:31clean105fullMTI104: Crowd Investing, with Annie Wyatt of CrowdInvestFri, 16 Sep 2016 07:21:58 +0000Can the crowd skew the market? Annie Wyatt from CrowdInvest thinks it can beat the market. What is crowd investing? The theory is that independent and diverse individuals will out-perform a singular opinion (such as portfolio managers). CrowdInvest has tested

]]>Can the crowd skew the market? Annie Wyatt from CrowdInvest thinks it can beat the market. What is crowd investing? The theory is that independent and diverse individuals will out-perform a singular opinion (such as portfolio managers). CrowdInvest has tested

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31:01clean104fullMTI103: Finding Your Investing Philosophy, with Matt HallFri, 09 Sep 2016 07:25:21 +0000Matt Hall is the founder and President of Hill Investment Group. He wrote a book, “Odds On: The Making of An Evidence Based Investor”, out of frustration with traditional investing books he calls “moderately technical”. While other books gave great

]]>Matt Hall is the founder and President of Hill Investment Group. He wrote a book, “Odds On: The Making of An Evidence Based Investor”, out of frustration with traditional investing books he calls “moderately technical”. While other books gave great

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58:31clean103fullMTI102: Rebounders Don’t Fail, They Pivot – Rick NewmanFri, 02 Sep 2016 06:54:33 +0000Success comes with hard work and tough decisions. Sometimes you need to quit and pivot. Rick Newman wrote the book, “Rebounders: How Winners Pivot From Setback To Success”. Doug interviews him about failing fast and making tough choices on the

]]>Success comes with hard work and tough decisions. Sometimes you need to quit and pivot. Rick Newman wrote the book, “Rebounders: How Winners Pivot From Setback To Success”. Doug interviews him about failing fast and making tough choices on the

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43:16clean102fullMTI101: Cyclical, Linear and Hybrid Real Estate, with Jason HartmanMon, 29 Aug 2016 04:44:42 +0000Jason Hartman has his finger on the pulse of real estate in several areas around the United States. He knows What’s going on in the Real Estate markets and where the best places are to invest. In this episode, he

]]>Jason Hartman has his finger on the pulse of real estate in several areas around the United States. He knows What’s going on in the Real Estate markets and where the best places are to invest. In this episode, he

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47:31clean101fullMTI100: Listener Letters about Bonds effecting Equities, how Credit Card Rewards are paid for, and moreFri, 19 Aug 2016 08:00:36 +0000Today we get together to answer YOUR questions: Kevin wants to know if bonds are in for a “day of reckoning”. How do bonds effect equity valuations? Paul wants to know if dollar cost averaging is a sustainable strategy all

]]>Today we get together to answer YOUR questions: Kevin wants to know if bonds are in for a “day of reckoning”. How do bonds effect equity valuations? Paul wants to know if dollar cost averaging is a sustainable strategy all

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49:01clean100fullMTI099: Making Better Women Investors, with Ellen JordanFri, 12 Aug 2016 07:39:31 +0000What you be done to improve the financial system for woman breadwinners in today’s world? Our guest, Ellen Jordan, talks about the problems she is seeing as a CFP and Senior Vice President at Bryn Mawr Trust and our panel

]]>What you be done to improve the financial system for woman breadwinners in today’s world? Our guest, Ellen Jordan, talks about the problems she is seeing as a CFP and Senior Vice President at Bryn Mawr Trust and our panel

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39:01clean99fullMTI098: How to Avoid a House Sale Fail, with Jules HaasFri, 05 Aug 2016 07:37:57 +0000New York Attorney, Jules Haas, is an expert on probate, estate planning, and real estate. Today he talks about the basics of a real estate transaction, particularly purchasing a primary residence. Tips from Jules Haas: Hire an engineer or architect

]]>New York Attorney, Jules Haas, is an expert on probate, estate planning, and real estate. Today he talks about the basics of a real estate transaction, particularly purchasing a primary residence. Tips from Jules Haas: Hire an engineer or architect

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48:01clean98fullMTI097: The Morality of SRI and Google Cars, with Rabbi Shaya KarlinskyFri, 29 Jul 2016 07:37:07 +0000Rabbi Shaya Karlinsky explains how we can still make moral-based investment decisions even when faced with a difficult question like this: Would you invest in a company that sells self-driving cars if it chose to kill the driver instead of

]]>Rabbi Shaya Karlinsky explains how we can still make moral-based investment decisions even when faced with a difficult question like this: Would you invest in a company that sells self-driving cars if it chose to kill the driver instead of

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42:31clean97fullMTI096: The Laws of Investing Success, with Dr. Daniel CrosbyFri, 22 Jul 2016 08:36:33 +0000Dr. Daniel Crosby is a Psychologist, New York Times Best-Seller and HUGE St. Louis Cardinals fan. His newest book, The Laws of Wealth: Psychology and the Secret to Investing Success, talks about ‘Forecasting is for Weathermen’ and ‘If You’re Excited,

]]>Dr. Daniel Crosby is a Psychologist, New York Times Best-Seller and HUGE St. Louis Cardinals fan. His newest book, The Laws of Wealth: Psychology and the Secret to Investing Success, talks about ‘Forecasting is for Weathermen’ and ‘If You’re Excited,

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53:44clean96fullMTI095: Using the News to Make Investing Decisions – with Matt ToweryFri, 15 Jul 2016 08:40:42 +0000Matt Towery believes we can use the news to make investment decisions. “News effects all of our investments. Anyone can watch the news but by the time you hear about it you couldn’t take advantage of the event. It’s already

]]>Matt Towery believes we can use the news to make investment decisions. “News effects all of our investments. Anyone can watch the news but by the time you hear about it you couldn’t take advantage of the event. It’s already

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34:16clean95fullMTI094: Listener Letters about selling ESPP discount stocks, how to grow investments when most is cash, and moreFri, 08 Jul 2016 08:24:56 +0000We are back to answer your questions: Tommy asks for ideas to grow his investments. Most of his investments are in cash, the rest in a brokerage account. Listener “In Need Of a Teacher” wants to know how to implement

]]>We are back to answer your questions: Tommy asks for ideas to grow his investments. Most of his investments are in cash, the rest in a brokerage account. Listener “In Need Of a Teacher” wants to know how to implement

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32:15clean94fullMTI093: Crowdfunding Securities with Gregg FlinnFri, 01 Jul 2016 08:37:57 +0000Have you ever wanted to get in on some of those Shark Tank-like deals? The US Government has a new ruling that appears to let you do that now under Reg-CF. In the past, you had to be an “accredited

]]>Have you ever wanted to get in on some of those Shark Tank-like deals? The US Government has a new ruling that appears to let you do that now under Reg-CF. In the past, you had to be an “accredited

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51:12clean93fullMTI092: How to Raise Financially Fit Kids with Shannon McLayFri, 24 Jun 2016 08:45:18 +0000Our guest, Shannon McLay from FinancialGym.net, says ““Financial Literacy starts in the home”. She shares stories of her son’s experiences with money at a young age and how we too can raise a financially fit kid. 7 Tips to Teach

]]>Our guest, Shannon McLay from FinancialGym.net, says ““Financial Literacy starts in the home”. She shares stories of her son’s experiences with money at a young age and how we too can raise a financially fit kid. 7 Tips to Teach

]]>Time again for our panel to answer your questions: *Justin wants to know what analysts mean by a stock target price? *Emily is worried she may be saving TOO much. *Listener “Invest Passionately” wants to know the panel’s opinion of

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53:16clean91fullMTI090: Peter Schiff on Government Regulation and Financial TroublesFri, 10 Jun 2016 08:31:29 +0000Economist and stockbroker, Peter Schiff, wonders if we would have Jetsons-like lives if the government didn’t put so many regulations on business. In today’s episode, we discuss inflation, regulation, and stagnation “Who knows what extra inventions we would have come

]]>Economist and stockbroker, Peter Schiff, wonders if we would have Jetsons-like lives if the government didn’t put so many regulations on business. In today’s episode, we discuss inflation, regulation, and stagnation “Who knows what extra inventions we would have come

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56:46clean90fullMTI089: Investing in Mobile Home Parks with Jefferson LillyFri, 03 Jun 2016 09:30:10 +0000Many investors don’t think about investing in mobile home parks. Jefferson Lilly shares the benefits of owning mobile home parks and why it's the only real estate asset class that is actually shrinking.

]]>Many investors don’t think about investing in mobile home parks. Jefferson Lilly shares the benefits of owning mobile home parks and why it's the only real estate asset class that is actually shrinking.

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36:01clean89fullMTI088: Making the Most of Credit Card Rewards with David ShelhammerFri, 27 May 2016 09:39:23 +0000David Shelhammer is a credit card reward enthusiast. He believes collecting credit card rewards or cash back from using credit cards can be a lucrative hobby. David admits, along with our roundtable panelists, that they aren’t for everyone and you

]]>David Shelhammer is a credit card reward enthusiast. He believes collecting credit card rewards or cash back from using credit cards can be a lucrative hobby. David admits, along with our roundtable panelists, that they aren’t for everyone and you

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48:00clean88fullMTI087: Being a Socially Responsible Investor with Bill HollidayFri, 20 May 2016 09:38:47 +0000Are you socially responsible with your investments? Bill Holliday joins us to talk about SRIs (Socially Responsible Investments), what qualifies as an SRI, and if there is a place in our portfolio for such a niche type of investment. Of

]]>Are you socially responsible with your investments? Bill Holliday joins us to talk about SRIs (Socially Responsible Investments), what qualifies as an SRI, and if there is a place in our portfolio for such a niche type of investment. Of

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53:31clean87fullMTI086: Burton Malkiel on Low Interest Rates, Corporate Bonds, and Dividend-paying Stocks for RetireesFri, 13 May 2016 08:36:52 +0000 Burton Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street. He discusses ways retires should look at the current state of interest rates, purchasing corporate bonds, and dividend-paying

]]> Burton Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street. He discusses ways retires should look at the current state of interest rates, purchasing corporate bonds, and dividend-paying

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52:16clean86fullMTI085: Investing an Inheritance, Dollar Cost Averaging, and Universal Basic IncomeFri, 06 May 2016 08:15:17 +0000The panel discusses questions from YOU, the listeners! Daniel is worried about pricing limit orders below flash-crash prices. How does he protect his valuable assets from doom (his words, not ours) 30 year old, Sonny, wants to know if it

]]>The panel discusses questions from YOU, the listeners! Daniel is worried about pricing limit orders below flash-crash prices. How does he protect his valuable assets from doom (his words, not ours) 30 year old, Sonny, wants to know if it

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54:16clean85fullMTI084: Ty Crandall on Business FundingFri, 29 Apr 2016 08:50:48 +0000Investing in your business is investing in yourself. A business can contribute to your retirement as an asset you could either sell or create an income for years to come. Our guest, Ty Crandall, believes you can finance a business

]]>Investing in your business is investing in yourself. A business can contribute to your retirement as an asset you could either sell or create an income for years to come. Our guest, Ty Crandall, believes you can finance a business

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37:01clean84fullMTI083: Adaptive Asset Allocation with Adam ButlerFri, 22 Apr 2016 08:30:39 +0000Adam Butler is CFA and CEO of ReSolve Asset Management. He co-wrote a book, Adaptive Asset Allocation, with Michael Philbrick and Rodrigo Gordillo. Adaptive asset allocation is a form of market rotation. The presumption is you have “some sort of

]]>Adam Butler is CFA and CEO of ReSolve Asset Management. He co-wrote a book, Adaptive Asset Allocation, with Michael Philbrick and Rodrigo Gordillo. Adaptive asset allocation is a form of market rotation. The presumption is you have “some sort of

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01:03:30clean83fullMTI082: Terrance Odean – Making Simple Smart Financial DecisionsFri, 15 Apr 2016 07:22:38 +0000In this complex world of finance, we need to keep these main areas simple: Saving, insurance and investing 1. Saving, Spending, and Credit If you aren’t saving enough you are probably spending too much. One reason is today it is

]]>In this complex world of finance, we need to keep these main areas simple: Saving, insurance and investing 1. Saving, Spending, and Credit If you aren’t saving enough you are probably spending too much. One reason is today it is

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47:00clean82fullMTI081: Build Wealth, Not a Credit Score with Steve StewartFri, 08 Apr 2016 07:13:05 +0000Can you be credit worthy without a credit score? That’s what Financial Wellness Coach, Steve Stewart, believes. A credit score is based on your credit report – but the only things on credit reports are debts, debt products, and bills

]]>Can you be credit worthy without a credit score? That’s what Financial Wellness Coach, Steve Stewart, believes. A credit score is based on your credit report – but the only things on credit reports are debts, debt products, and bills

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53:45clean81fullMTI080: Safety Scores with Kevin StewartFri, 01 Apr 2016 07:20:21 +0000Kevin Stewart introduced the Safety Score to StocksForTheWeek.com. The Safety Score looks at the typical income statement items a financial analyst would use to come up with a score for more than 2,400 companies. At a glance someone could quickly

]]>Kevin Stewart introduced the Safety Score to StocksForTheWeek.com. The Safety Score looks at the typical income statement items a financial analyst would use to come up with a score for more than 2,400 companies. At a glance someone could quickly

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26:44clean80fullMTI079: Listener Questions on ETF Arbitrage, Index Funds, and Pay Down Mortgage or InvestFri, 25 Mar 2016 07:15:13 +0000We are back with questions from YOU. Today's topics cover picking ETFs, investing in index funds, and should you pay extra on the mortgage or invest

]]>We are back with questions from YOU. Today's topics cover picking ETFs, investing in index funds, and should you pay extra on the mortgage or invest

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43:11clean79fullMTI078: Pessimistic About the Market? David Holland rests our fearsFri, 18 Mar 2016 07:55:12 +0000If advisers can list the serious risks of the market, like the drop in oil prices or possibility the Fed makes a bad decision, how can they still say “Don’t worry. It’ll be OK and you should still invest.” David

]]>If advisers can list the serious risks of the market, like the drop in oil prices or possibility the Fed makes a bad decision, how can they still say “Don’t worry. It’ll be OK and you should still invest.” David

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39:30clean78fullMTI077: Biotech Sector Investing with Brad LoncarFri, 11 Mar 2016 08:55:23 +0000Biotechnology has been the stock market’s best performing sector over the last 4-5 years, according to Brad Loncer, a private investor with a biotech focus. Cancer immunotherapy caught his attention. It is a treatment that uses your body’s own immune

]]>Biotechnology has been the stock market’s best performing sector over the last 4-5 years, according to Brad Loncer, a private investor with a biotech focus. Cancer immunotherapy caught his attention. It is a treatment that uses your body’s own immune

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41:31clean77fullMTI076: Options Trading with John RichardsonFri, 04 Mar 2016 08:55:27 +0000Options trading isn’t something we come across on a daily basis. Today’s guest, John Richardson, explains how options trading can be a great way to enhance your portfolio.

]]>Options trading isn’t something we come across on a daily basis. Today’s guest, John Richardson, explains how options trading can be a great way to enhance your portfolio.

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41:01clean76fullMTI075: Securities Crowdfunding with Rick AndradeSat, 27 Feb 2016 08:00:26 +0000There’s a lot going on with securities crowdfunding. It can provide a way for startups, small businesses, and medium business to raise funds. It’s also a way for folks with a little less money to access opportunities in hedge funds

]]>There’s a lot going on with securities crowdfunding. It can provide a way for startups, small businesses, and medium business to raise funds. It’s also a way for folks with a little less money to access opportunities in hedge funds

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40:01clean75fullMTI074: Where to find the best money managers with Chris CogswellFri, 19 Feb 2016 14:32:27 +0000How do the best money managers handle portfolios? Along with sharing their views on the best money managers, the Money Tree Podcast panelists also discuss whether the high-speed technical traders are taking a piece of your investment profits. On today’s

]]>How do the best money managers handle portfolios? Along with sharing their views on the best money managers, the Money Tree Podcast panelists also discuss whether the high-speed technical traders are taking a piece of your investment profits. On today’s

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37:42clean74fullMTI073: Wayne Connors on Portfolio Building 2016-StyleSat, 13 Feb 2016 16:01:50 +0000Wayne Connors from RetirementInvestor.com builds portfolios and teaches investors how to use investing tools for a living. How do you avoid some common mistakes people make in volatile, 2016-style markets? What’s important to know (and NOT know) in today’s markets.

]]>Wayne Connors from RetirementInvestor.com builds portfolios and teaches investors how to use investing tools for a living. How do you avoid some common mistakes people make in volatile, 2016-style markets? What’s important to know (and NOT know) in today’s markets.

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49:38clean73fullMTI072: Managing and Making Money with Online Business, Budgets and Craig’s List with J. MoneyFri, 05 Feb 2016 07:07:16 +0000This week we talk about managing and making money with online business, budgets, and Craig’s List. Our guest is J. Money from BudgetsAreSexy.com.

]]>01:06:28clean72fullMTI071: Millennials and Investing with Katie BrewerFri, 29 Jan 2016 06:54:37 +0000There are indications that millennials are scared to invest. Thanks to the memory of 2008, and watching their parents worry about losses to retirement accounts, many millennials are pulling back on their expectations. However, staying away from stock investing is

]]>There are indications that millennials are scared to invest. Thanks to the memory of 2008, and watching their parents worry about losses to retirement accounts, many millennials are pulling back on their expectations. However, staying away from stock investing is

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41:28clean71fullMTI070: Day Trading with Brady Dahl (Andrew’s Farewell Episode)Fri, 22 Jan 2016 05:40:38 +0000Do you know what it takes to be successful at day trading? It’s not for everyone, but it is something that can work well if you have the right temperament and the right approach. In this episode, Brady Dahl from https://www.momotraders.com/ talks

]]>Do you know what it takes to be successful at day trading? It’s not for everyone, but it is something that can work well if you have the right temperament and the right approach. In this episode, Brady Dahl from https://www.momotraders.com/ talks

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46:32clean70fullMTI069: How’s My Portfolio Looking? (and new contributors!)Sun, 17 Jan 2016 19:00:27 +0000On today’s first show of 2016 we answer a slew of your letters…everything from bitcoin to diversification to international investments, investing abroad and while in the military. We also debut our new, exciting lineup of contributors. See links to their

]]>On today’s first show of 2016 we answer a slew of your letters…everything from bitcoin to diversification to international investments, investing abroad and while in the military. We also debut our new, exciting lineup of contributors. See links to their

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40:46clean69fullMTI068: Money Tree Classic, Robo-Advisors with Rob BergerFri, 01 Jan 2016 06:02:33 +0000Happy New Year! We’re still on break as we spend time with our families and get ready to add new panelists to the show. We hope you enjoy this classic Money Tree Podcast episode. Today’s classic episode is about robo-advisors.

]]>Happy New Year! We’re still on break as we spend time with our families and get ready to add new panelists to the show. We hope you enjoy this classic Money Tree Podcast episode. Today’s classic episode is about robo-advisors.

]]>We hope you are enjoying a Merry Christmas! We’re on break right now, enjoying time with family, so we thought we’d share a classic podcast episode. In this Money Tree Classic episode, we revisit real estate investing with Brandon Turner

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55:21clean67fullMTI066: Money Tree Classic, David Stein on MPTFri, 18 Dec 2015 05:39:15 +0000Enjoy this classic episode of the Money Tree Podcast. David Stein, from Money for the Rest of Us, talks about Modern Portfolio Theory, and where it fits in today’s investing climate. Some of the topics covered include what MPT is,

]]>Enjoy this classic episode of the Money Tree Podcast. David Stein, from Money for the Rest of Us, talks about Modern Portfolio Theory, and where it fits in today’s investing climate. Some of the topics covered include what MPT is,

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56:57clean66fullMTI065: College Savings Basics with Abby Brooks from Sallie MaeFri, 11 Dec 2015 11:00:18 +0000In this episode we talk with Abby Brooks from Sallie Mae about college savings and what you need to consider when planning for your kids to go to college. Topics covered: Types of savings account What is your savings priority

]]>In this episode we talk with Abby Brooks from Sallie Mae about college savings and what you need to consider when planning for your kids to go to college. Topics covered: Types of savings account What is your savings priority

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45:53clean65fullMTI063: Investing Like a King with Doug GoldsteinSun, 06 Dec 2015 03:02:05 +0000Doug Goldstein, author of Rich as a King, a book comparing investing to chess, joins us this week to talk about fundamental investing practices. How should beginners invest? What’s important about diversification (and when’s it overblown)? How important is it

]]>Doug Goldstein, author of Rich as a King, a book comparing investing to chess, joins us this week to talk about fundamental investing practices. How should beginners invest? What’s important about diversification (and when’s it overblown)? How important is it

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48:46clean63fullMTI062: Listener Questions on Beginning InvestingFri, 20 Nov 2015 06:45:09 +0000It’s another episode with listener questions. This time, most of the questions deal with beginning investing. If you want to know what you can do to start building wealth, we talk about some of your opportunities to invest while answer

]]>It’s another episode with listener questions. This time, most of the questions deal with beginning investing. If you want to know what you can do to start building wealth, we talk about some of your opportunities to invest while answer

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35:16clean62fullMTI061 Alternative InvestmentsFri, 13 Nov 2015 12:00:26 +0000Traditional investments of stocks and bonds are beginning to be more and more correlated. This makes it hard to be diversified in your portfolio. Today we talk about alternative investments that can help you reduce the overall correlation of your

]]>Traditional investments of stocks and bonds are beginning to be more and more correlated. This makes it hard to be diversified in your portfolio. Today we talk about alternative investments that can help you reduce the overall correlation of your

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49:40clean61fullMTI060: Are Options Difficult and Risky?Fri, 06 Nov 2015 08:49:45 +0000Joshua Belanger from OptionSizzle.com joins us to talk options: why do people see them as risky? Joshua sees the opposite: options are a great way to invest, and he’ll share why on today’s show! In our second half, our usual

]]>Joshua Belanger from OptionSizzle.com joins us to talk options: why do people see them as risky? Joshua sees the opposite: options are a great way to invest, and he’ll share why on today’s show! In our second half, our usual

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47:58clean60fullMTI059: Football + Finances, Stock Splits, InsuranceFri, 30 Oct 2015 03:29:39 +0000Topics covered include: The similarities between how scouts evaluate players and how investors can evaluate stocks The concept of offense, defense, and special teams in your investing and a complete insurance breakdown Examples of stock splits, the reasons behind them, and

]]>Topics covered include: The similarities between how scouts evaluate players and how investors can evaluate stocks The concept of offense, defense, and special teams in your investing and a complete insurance breakdown Examples of stock splits, the reasons behind them, and

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35:43clean59fullMTI058: Is Paying Down Student Loans a Good Investment?Fri, 23 Oct 2015 08:10:40 +0000We are told that paying down student loans — or any debt — offers a “guaranteed” return on investment. Even if that’s true, is speeding up the pay down on low-interest, tax-deductible debt really the best use of your resources?

]]>We are told that paying down student loans — or any debt — offers a “guaranteed” return on investment. Even if that’s true, is speeding up the pay down on low-interest, tax-deductible debt really the best use of your resources?

51:56clean57fullMTI056: Emerging Markets and Market VolatilityFri, 09 Oct 2015 11:00:25 +0000The markets lately have been on a crazy roller coaster. Much of this volatility is due not to our own conditions in the US, but to the economies of other countries. In this episode we talk to guest Andrew Stotz

]]>The markets lately have been on a crazy roller coaster. Much of this volatility is due not to our own conditions in the US, but to the economies of other countries. In this episode we talk to guest Andrew Stotz

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54:43clean56fullMTI055: Historic 1,000 Point Dow Plunge with Trading JusticeFri, 25 Sep 2015 05:01:05 +0000Topics covered include: Why trading was halted, with comparisons to 2010 flash crash How markets across the world move depending on the time of day The effects of the current bear market in commodities The best way for the long

]]>Topics covered include: Why trading was halted, with comparisons to 2010 flash crash How markets across the world move depending on the time of day The effects of the current bear market in commodities The best way for the long

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53:40clean55fullMTI054: Investing in a Two Tier Market with Jim PearceSat, 19 Sep 2015 12:48:54 +0000Are you looking for some good bargains in the current volatile market? In this episode, Jim Pearce from Investing Daily talks about the two tier market and how to find good values when things get interesting. We talk about the

]]>Are you looking for some good bargains in the current volatile market? In this episode, Jim Pearce from Investing Daily talks about the two tier market and how to find good values when things get interesting. We talk about the

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32:35clean54fullMTI053: Listener Questions – Retirement, Real Estate and GoldFri, 04 Sep 2015 05:48:35 +0000We answer listener questions brought to us via email. We welcome guest panelist Jeremy Balkin, the author of Investing with Impact: Why Finance Is a Force for Good to help us provide insight. Some of the topics we cover in

]]>We answer listener questions brought to us via email. We welcome guest panelist Jeremy Balkin, the author of Investing with Impact: Why Finance Is a Force for Good to help us provide insight. Some of the topics we cover in

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50:41clean53fullMTI052: Investing in a Franchise with Scott McIntosh from Nestle Toll House CafeSat, 29 Aug 2015 20:13:19 +0000Scott McIntosh, VP of Franchise Development for Nestle Toll House Cafe, joins us to talk about investing in a franchise. We cover lots of ground in this area that many investors don’t consider: – Can you invest passively in franchises

]]>Scott McIntosh, VP of Franchise Development for Nestle Toll House Cafe, joins us to talk about investing in a franchise. We cover lots of ground in this area that many investors don’t consider: – Can you invest passively in franchises

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53:42clean52fullMTI051 Small Business Retirement AccountsFri, 21 Aug 2015 09:00:39 +0000In this episode we talk with Roger Wohlner from the Chicago Financial Planner about types of small business retirement accounts and what you should consider when looking at setting one up. The discuss: The SIMPLE, SEP, Solo 401K Traditional Pension

]]>In this episode we talk with Roger Wohlner from the Chicago Financial Planner about types of small business retirement accounts and what you should consider when looking at setting one up. The discuss: The SIMPLE, SEP, Solo 401K Traditional Pension

46:18clean50fullMTI049: Listener Investing Questions and AnswersFri, 07 Aug 2015 09:05:17 +0000Today we answer more of your investing questions and answers . We take your questions and answer them in great detail with a little fun debate. The topics we covered were: What to do with extra money beyond the 401K

]]>Today we answer more of your investing questions and answers . We take your questions and answer them in great detail with a little fun debate. The topics we covered were: What to do with extra money beyond the 401K

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41:05clean49fullMTI048: Currency Trading with Linda P. JonesFri, 31 Jul 2015 16:33:12 +0000What’s next for the U.S. dollar? Is it really headed for weakness after recent years of strength? And if the greenback is ready for weakness, is it time to turn to other currencies? Linda P. Jones joins us to talk

]]>What’s next for the U.S. dollar? Is it really headed for weakness after recent years of strength? And if the greenback is ready for weakness, is it time to turn to other currencies? Linda P. Jones joins us to talk

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38:00clean48fullMTI047: Beginner Technical Analysis with Greg HarmonFri, 24 Jul 2015 06:00:36 +0000Technical analysis is the study of past prices, used for risk management and to help obtain a possible directional bias going forward. In this episode we review some of the basics so that you can decide if technical analysis is

]]>Technical analysis is the study of past prices, used for risk management and to help obtain a possible directional bias going forward. In this episode we review some of the basics so that you can decide if technical analysis is

44:16clean46fullMTI045: Hedge Fund ETFs with Ethan Powell of Highland Capital ManagementSat, 11 Jul 2015 20:49:31 +0000Hedge funds inside of an ETF? Ethan Powell is Chief Product Strategist and Executive Vice President at Highland Capital Management in Dallas, Texas. He shares insights into how hedge funds work and how they’ve managed to squeeze them into exchange

]]>Hedge funds inside of an ETF? Ethan Powell is Chief Product Strategist and Executive Vice President at Highland Capital Management in Dallas, Texas. He shares insights into how hedge funds work and how they’ve managed to squeeze them into exchange

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41:35clean45fullMTI044: Investing Mistakes with Phil AshMon, 06 Jul 2015 13:37:35 +0000Are you making some of the most common investing mistakes? Many of us aren’t doing all we can to maximize our returns — and we don’t even know it. We talk to Phil Ash, from Baton Investing, about the investing

]]>Are you making some of the most common investing mistakes? Many of us aren’t doing all we can to maximize our returns — and we don’t even know it. We talk to Phil Ash, from Baton Investing, about the investing

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44:12clean44fullMTI043: Buy vs Rent with Jason HullFri, 26 Jun 2015 10:00:55 +0000Buy vs rent – the constant debate! In this episode we look to the pros and cons of both sides and how to decide if the time is right to buy a home. Topics covered include: Benefits of owning a

]]>Buy vs rent – the constant debate! In this episode we look to the pros and cons of both sides and how to decide if the time is right to buy a home. Topics covered include: Benefits of owning a

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01:03:09clean43fullMTI042: Is Capitalism Evil or Good with Jeremy BalkinFri, 19 Jun 2015 05:08:25 +0000Capitalism is a hotly contested topic as it relates to the government and the economy. We’ll discuss whether each of us believes that capitalism is evil or good, and you might learn some interesting perspectives from both sides of the

]]>Capitalism is a hotly contested topic as it relates to the government and the economy. We’ll discuss whether each of us believes that capitalism is evil or good, and you might learn some interesting perspectives from both sides of the

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57:13clean42fullMTI041: A Silver Bullet For Your Portfolio? with Andrew Chanin of PureFundsFri, 12 Jun 2015 15:29:14 +0000Andrew Chanin, CEO of PureFunds joins us to talk about silver and miners. Where does silver go in your portfolio? Why is it on such a run lately? What’s the upside/downside of a silver-based investment? We’ll talk about how buying

]]>Andrew Chanin, CEO of PureFunds joins us to talk about silver and miners. Where does silver go in your portfolio? Why is it on such a run lately? What’s the upside/downside of a silver-based investment? We’ll talk about how buying

]]>49:31clean40fullMTI039: Commodities for the Individual InvestorFri, 29 May 2015 14:49:28 +0000Commodities always seem like the sophisticated advanced investing thing to do. However, is it really an area that the individual investor should be investing in? This week we look at what commodity investing is and if you should try and

]]>Commodities always seem like the sophisticated advanced investing thing to do. However, is it really an area that the individual investor should be investing in? This week we look at what commodity investing is and if you should try and

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54:12clean39fullMTI038: Investing in P2P Loans with Simon CunninghamFri, 22 May 2015 05:06:13 +0000P2P loans offer an interesting investing opportunity. There is the potential for diversification and reasonably good returns. We talk with Simon Cunningham from LendingMemo.com about what types of P2P loans are ideal for investing, as well as what to look

]]>P2P loans offer an interesting investing opportunity. There is the potential for diversification and reasonably good returns. We talk with Simon Cunningham from LendingMemo.com about what types of P2P loans are ideal for investing, as well as what to look

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36:17clean38fullMTI037: The World’s Deleveraging Situation with Preston PyshFri, 15 May 2015 11:00:02 +0000Today’s discussion centers on the global economic system and its inner workings. If you’ve ever wanted to know how market forces impact each other and influence the economy as a whole, this is the episode to tune in to. This episode

]]>Today’s discussion centers on the global economic system and its inner workings. If you’ve ever wanted to know how market forces impact each other and influence the economy as a whole, this is the episode to tune in to. This episode

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54:14clean37fullMTI036: Broken Eggs Film – The Looming Retirement Crisis with Andrew MeadowsFri, 08 May 2015 20:03:14 +0000Co-producer Andrew Meadows from the new documentary Broken Eggs – The Looming Retirement Crisis, joins us this week to tackle America’s “three legged stool” (investing, pensions and social security). He exposes the flaws in each “leg” and we discuss potential

]]>Co-producer Andrew Meadows from the new documentary Broken Eggs – The Looming Retirement Crisis, joins us this week to tackle America’s “three legged stool” (investing, pensions and social security). He exposes the flaws in each “leg” and we discuss potential

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45:04clean36fullMTI035: Q&A Listener Questions What to Do With Lump SumsFri, 01 May 2015 06:00:30 +0000Today is our inaugural questions and answers episode. We take three questions from readers and answer them in great detail. The questions were: 1. How would you go about investing a large windfall of money such as a million dollars,

]]>Today is our inaugural questions and answers episode. We take three questions from readers and answer them in great detail. The questions were: 1. How would you go about investing a large windfall of money such as a million dollars,

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44:53clean35fullMTI034: Trend Following with Niels Kaastrup-LarsenFri, 24 Apr 2015 06:00:37 +0000Today we talk about an investing strategy called Trend Following. Our guest Niels Kaastrup-Larsen guides us through what a beginner needs to know about investing using trend following as your strategy. Topics Covered What is trend following and how

]]>Today we talk about an investing strategy called Trend Following. Our guest Niels Kaastrup-Larsen guides us through what a beginner needs to know about investing using trend following as your strategy. Topics Covered What is trend following and how

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53:00clean34fullMTI033: Investing Priorities with Carl RichardsFri, 17 Apr 2015 05:22:42 +0000How do you set your investing priorities? This week’s guest is Carl Richards, the best-selling author of The Behavior Gap, joins us to talk about some of the concepts in his new book, The One-Page Financial Plan, and how they

]]>How do you set your investing priorities? This week’s guest is Carl Richards, the best-selling author of The Behavior Gap, joins us to talk about some of the concepts in his new book, The One-Page Financial Plan, and how they

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34:39clean33fullMTI032: Growth Traps and Global Strategies with Sean EmoryFri, 10 Apr 2015 11:00:15 +0000Today’s episode takes a deep dive look into the world of small cap growth, and discusses some of the dangers of investing in that space. We also get perspective on global allocation strategies, with a few simple analysis methods shared

]]>Today’s episode takes a deep dive look into the world of small cap growth, and discusses some of the dangers of investing in that space. We also get perspective on global allocation strategies, with a few simple analysis methods shared

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49:33clean32fullMTI031: Avoiding the Value Trap with Andrew SatherFri, 03 Apr 2015 22:52:04 +0000Andrew Sather (our esteemed co-host AND the mind behind eInvestingForBeginners) has written a new book called the Value Trap Indicator. We’ll discuss strategies and specific examples from the book on how you can avoid investing traps. What is a value

]]>Andrew Sather (our esteemed co-host AND the mind behind eInvestingForBeginners) has written a new book called the Value Trap Indicator. We’ll discuss strategies and specific examples from the book on how you can avoid investing traps. What is a value

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44:44clean31fullMTI030: Annuities for RetirementFri, 27 Mar 2015 02:47:22 +0000In this episode we take a look at how you can use annuities to save for retirement. Annuities always seem to be a good place to find controversy so we thought it would be good to break down exactly what

]]>In this episode we take a look at how you can use annuities to save for retirement. Annuities always seem to be a good place to find controversy so we thought it would be good to break down exactly what

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53:24clean30fullMTI029: Create a Retirement Spending Plan with Roger WhitneyFri, 20 Mar 2015 05:03:07 +0000Sure, we all know that we need to plan for retirement. In fact, we spend a great deal of time building up the right retirement portfolio. What many of us overlook is what we will do with our investments after

]]>Sure, we all know that we need to plan for retirement. In fact, we spend a great deal of time building up the right retirement portfolio. What many of us overlook is what we will do with our investments after

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36:36clean29fullMTI028: Evaluate Management and Earnings Calls with Andrea TravilianFri, 13 Mar 2015 05:01:50 +0000Today we officially introduce our fourth panelist to round out the group, Andrea Travilian. We talk about her background and how she uses buckets, index funds, bonds, individual stocks, and even options strategies. Andrea shares the importance of evaluating management

]]>Today we officially introduce our fourth panelist to round out the group, Andrea Travilian. We talk about her background and how she uses buckets, index funds, bonds, individual stocks, and even options strategies. Andrea shares the importance of evaluating management

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51:16clean28fullMTI027: Real Estate, Hustle, and Successful Partnerships with Engelo RumoraFri, 06 Mar 2015 16:37:23 +0000Engelo Rumora has an incredible story. He dropped out of school at 14 to pursue his dream of professional soccer. Fast forward past career-ending injuries and Engelo created his own education, focused on real estate and went on the attack.

]]>Engelo Rumora has an incredible story. He dropped out of school at 14 to pursue his dream of professional soccer. Fast forward past career-ending injuries and Engelo created his own education, focused on real estate and went on the attack.

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46:36clean27fullMTI026: The Intelligent Option Investor with Erik Kobayashi-SolomonFri, 27 Feb 2015 05:01:04 +0000Learn all about options trading in a world where prices are reliant on an opaque financial model. The inflexibility of the model creates interesting value opportunities both with options and equities. Today’s episode is with Erik Kobayashi-Solomon, an expert in

]]>Learn all about options trading in a world where prices are reliant on an opaque financial model. The inflexibility of the model creates interesting value opportunities both with options and equities. Today’s episode is with Erik Kobayashi-Solomon, an expert in

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01:05:21clean26fullMTI025: Joe Saul-Sehy and Who You Trust with Your MoneyFri, 20 Feb 2015 06:45:04 +0000Who do you trust with your money? New podcast panelist Joe Saul-Sehy talks about his years as a financial industry insider. Who should you trust when it comes to your money? While you are probably the best manager of your money,

]]>Who do you trust with your money? New podcast panelist Joe Saul-Sehy talks about his years as a financial industry insider. Who should you trust when it comes to your money? While you are probably the best manager of your money,

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48:49clean25fullMTI024: Andrew Hallam and the Permanent PortfolioFri, 13 Feb 2015 05:55:24 +0000How would it be if you had an investment portfolio that you never had to worry about? That’s the theory behind the “permanent portfolio,” which is explained by Andrew Hallam in his new book. While Hallam doesn’t use the permanent

]]>How would it be if you had an investment portfolio that you never had to worry about? That’s the theory behind the “permanent portfolio,” which is explained by Andrew Hallam in his new book. While Hallam doesn’t use the permanent

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30:02clean24fullMTI023: Dual Momentum Investing with Gary AntonacciFri, 06 Feb 2015 12:27:36 +0000Learn all about the application of momentum in an investing strategy. Today’s episode is with the award winning author and expert of modern portfolio theory Gary Antonacci. His book, Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower

]]>Learn all about the application of momentum in an investing strategy. Today’s episode is with the award winning author and expert of modern portfolio theory Gary Antonacci. His book, Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower

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43:27clean23fullMTI022: All About Robo Advisors with Rob BergerWed, 04 Feb 2015 19:10:48 +0000In this episode we interview Rob Berger of Dough Roller about robo-advisors. Should you use one? Should you fire your existing traditional financial advisor? Find out this and much more in this episode. Resources Dough Roller Betterment Personal Capital Wealthfront

]]>In this episode we interview Rob Berger of Dough Roller about robo-advisors. Should you use one? Should you fire your existing traditional financial advisor? Find out this and much more in this episode. Resources Dough Roller Betterment Personal Capital Wealthfront

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49:19clean22fullMTI021: How to Get Over Your Fear of Investing with Dan Egan of BettermentFri, 23 Jan 2015 15:49:37 +0000A fear of investing is very real in today’s world. Stock market crashes, sensational media stories, and myths about how much money it takes to invest can weigh on your mind, and create uncertainty about investing. Unfortunately, a fear of

]]>A fear of investing is very real in today’s world. Stock market crashes, sensational media stories, and myths about how much money it takes to invest can weigh on your mind, and create uncertainty about investing. Unfortunately, a fear of

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35:29clean21fullMTI020: Warren Buffett’s Books with Preston PyshSat, 17 Jan 2015 04:39:33 +0000Today’s guest is Preston Pysh from Buffett’s Books. We talk about Warren Buffett’s origin story, the implications of fear and greed in the marketplace, and Buffett’s 4 rules for picking stocks. A fascinating discussion that is essential for any stock

]]>Today’s guest is Preston Pysh from Buffett’s Books. We talk about Warren Buffett’s origin story, the implications of fear and greed in the marketplace, and Buffett’s 4 rules for picking stocks. A fascinating discussion that is essential for any stock

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53:59clean20fullMTI019: Is Modern Portfolio Theory Wrong? with David SteinFri, 26 Dec 2014 14:00:02 +0000Interview David Stein of podcast Money for the Rest of Us about the flaws in asset allocation and modern portfolio theory. What are your other options and how can you manage your investment portfolio better. Resources Money For The Rest

]]>Interview David Stein of podcast Money for the Rest of Us about the flaws in asset allocation and modern portfolio theory. What are your other options and how can you manage your investment portfolio better. Resources Money For The Rest

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55:10clean19fullMTI018: Retirement Investing for Millennials with Lauren BrouhardFri, 19 Dec 2014 14:21:14 +0000Investing is the best way to build wealth for the future, but many millennials are wary of investing. They aren’t sure how to trust others with their money, and they may not have had money conversations with their parents. Fidelity’s

]]>Investing is the best way to build wealth for the future, but many millennials are wary of investing. They aren’t sure how to trust others with their money, and they may not have had money conversations with their parents. Fidelity’s

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37:30clean18fullMTI017: Managing Your Cash Flow with Chris MilesFri, 12 Dec 2014 10:08:12 +0000Many people and businesses struggle financially not because they have too little income, but because they have serious cash flow issues. Chris Miles is an expert on managing cash flow, and he shares some of his top tips with you in

]]>Many people and businesses struggle financially not because they have too little income, but because they have serious cash flow issues. Chris Miles is an expert on managing cash flow, and he shares some of his top tips with you in

44:21clean16fullMTI015: Getting Started Investing in Real Estate with Brandon TurnerFri, 21 Nov 2014 14:00:27 +0000Are you looking to start investing in real estate? What are the legit methods that require low or no money down? Brandon Turner of BiggerPockets has a new book out that tells you the options available. Resources mentioned: The Book

]]>Are you looking to start investing in real estate? What are the legit methods that require low or no money down? Brandon Turner of BiggerPockets has a new book out that tells you the options available. Resources mentioned: The Book

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53:35clean15fullMTI014: Investing in Websites with Tom DrakeFri, 14 Nov 2014 05:45:58 +0000Want to make money by investing in websites? It’s possible. Depending on how you view your website, you can build a revenue source for the future. We discuss different ways that websites can be used for investing with Tom Drake,

]]>Want to make money by investing in websites? It’s possible. Depending on how you view your website, you can build a revenue source for the future. We discuss different ways that websites can be used for investing with Tom Drake,

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43:38clean14fullMTI013: XBRL and Financial Data with Nate AndersonFri, 07 Nov 2014 13:11:04 +0000HTML shaped and revolutionized the internet, and XBRL is about to do the same with financial reporting. This digital way of reporting financial figures promises to make financial data more accessible than ever before! This week Nick interviews Nate Anderson,

]]>HTML shaped and revolutionized the internet, and XBRL is about to do the same with financial reporting. This digital way of reporting financial figures promises to make financial data more accessible than ever before! This week Nick interviews Nate Anderson,

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33:55clean13fullMTI012: Austrian Economics with Andy DuncanFri, 31 Oct 2014 12:00:17 +0000Great interview with the financial derivatives expert and Austrian economist Andy Duncan about the destruction of money and its effect on the world, with a discussion on the role of capitalism, labor, markets, and the value of capital on the

]]>Great interview with the financial derivatives expert and Austrian economist Andy Duncan about the destruction of money and its effect on the world, with a discussion on the role of capitalism, labor, markets, and the value of capital on the

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58:48clean12fullMTI011: Setting Time-Based Investing Goals with Robert FarringtonFri, 24 Oct 2014 04:04:14 +0000Different assets are ideal for different goals, especially when you consider your time frame. When setting investing goals, it’s important to consider time horizon, as well as what you want to accomplish. In this episode we talk about setting investing

]]>Different assets are ideal for different goals, especially when you consider your time frame. When setting investing goals, it’s important to consider time horizon, as well as what you want to accomplish. In this episode we talk about setting investing

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36:57clean11fullMTI010: Why Are Options Not Always Risky? with Brian OverbyFri, 17 Oct 2014 11:00:17 +0000To the beginning investor, options trading can seem like it’s only a risky bet. In this episode we discuss how options can be used as a hedge, and in some cases a method to generate income in your portfolio. We

]]>To the beginning investor, options trading can seem like it’s only a risky bet. In this episode we discuss how options can be used as a hedge, and in some cases a method to generate income in your portfolio. We

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32:46clean10fullMTI009: Earnings Manipulation and Financial Statement Analysis with Hewitt HeisermanFri, 10 Oct 2014 12:22:25 +0000Earnings manipulation can make a company look very profitable, while in fact they are bleeding money. This week’s guest, Hewitt Heiserman, is an author of the book It’s Earnings That Count and an expert in financial statement analysis. He devised a

]]>Earnings manipulation can make a company look very profitable, while in fact they are bleeding money. This week’s guest, Hewitt Heiserman, is an author of the book It’s Earnings That Count and an expert in financial statement analysis. He devised a

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48:52clean9fullMTI008: Financial Planners and Mortgages for Millennials with Kate HolmesSat, 04 Oct 2014 04:50:09 +0000This episode covers a wide range of important financial topics. Kate Holmes, the founder of Belmore Financial, comes on to the podcast to share her thoughts about the typical financial adviser and broker. She brings her over 9 years of

]]>This episode covers a wide range of important financial topics. Kate Holmes, the founder of Belmore Financial, comes on to the podcast to share her thoughts about the typical financial adviser and broker. She brings her over 9 years of

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38:16clean8fullMTI007: Dividend Investing with Andrea TravilianFri, 26 Sep 2014 14:56:18 +0000Do you want to super-charge your investment portfolio? One of the best ways to build your nest egg faster is with the help of dividends. Learn why dividends can be a powerful addition to your portfolio, and how you can

]]>Do you want to super-charge your investment portfolio? One of the best ways to build your nest egg faster is with the help of dividends. Learn why dividends can be a powerful addition to your portfolio, and how you can

]]>49:42clean6fullMTI005: Chris Moody on Trading versus Investing and How to Become an Expert TraderFri, 12 Sep 2014 16:19:41 +0000In this week’s episode of the Money Tree Investing Podcast, Nick Kraakman interviews Chris Moody, a highly experienced swing trader, on the difference between trading and investing. Chris shares some thought-provoking insights with us and recommends several must-read books for

]]>In this week’s episode of the Money Tree Investing Podcast, Nick Kraakman interviews Chris Moody, a highly experienced swing trader, on the difference between trading and investing. Chris shares some thought-provoking insights with us and recommends several must-read books for

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01:03:50cleanIn this week’s episode of the Money Tree Investing Podcast, Nick Kraakman interviews Chris Moody, a highly experienced swing trader, on the difference between trading and investing. Chris shares some thought-provoking insights with us and recommends several must-read books for
Read more at http://moneytreepodcast.com/mti005-chris-moody-trading-versus-investing-become-expert-trader5fullMTI004: Larry Ludwig on Asset AllocationSat, 06 Sep 2014 12:36:27 +0000Today’s interview is with our very own Larry Ludwig from Investor Junkie. As an experienced investor and business owner, Larry has plenty of great insights to share both on the podcast and on his site. In this episode, we find

]]>Today’s interview is with our very own Larry Ludwig from Investor Junkie. As an experienced investor and business owner, Larry has plenty of great insights to share both on the podcast and on his site. In this episode, we find

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53:15clean4fullMTI003: Andrew Sather on Investing for BeginnersSat, 06 Sep 2014 12:30:39 +0000There are a lot of misconceptions about investing. From the idea that you can make big money right now, to the myth that you need a lot of capital to get started, our panel dispels the myths that hold many

]]>There are a lot of misconceptions about investing. From the idea that you can make big money right now, to the myth that you need a lot of capital to get started, our panel dispels the myths that hold many

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42:00clean3fullMTI002: Nick Kraakman on Value InvestingThu, 28 Aug 2014 12:05:29 +0000This time Nick Kraakman from valuespreadsheet.com is interviewed by Larry Ludwig. Nick shares why he believes Value Investing is the best way to consistently earn above-average returns, as well as his views on the current valuation of the stock market.

]]>This time Nick Kraakman from valuespreadsheet.com is interviewed by Larry Ludwig. Nick shares why he believes Value Investing is the best way to consistently earn above-average returns, as well as his views on the current valuation of the stock market.

]]>40:23clean2fullMTI001: Miranda Marquit on Personal Finance and Growing Your WealthWed, 06 Aug 2014 12:20:08 +0000In this very first episode of the Money Tree Investing Podcast, Nick Kraakman interviews fellow panel member Miranda Marquit from PlantingMoneySeeds.com on the topic of personal finance. Miranda also shares her number one tip to grow your wealth. The episode

]]>In this very first episode of the Money Tree Investing Podcast, Nick Kraakman interviews fellow panel member Miranda Marquit from PlantingMoneySeeds.com on the topic of personal finance. Miranda also shares her number one tip to grow your wealth. The episode